Experience

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  Bmo nesbitt burns

  Jul 1995 - Mar 2013

  Associate portfolio manager & investment advisor

  Advisory and discretionary portfolio management for high net worth clients. Developed expertise in research and trading. Discretionary mandates included income, growth, and covered call writing.

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  Scotia wealth management

  Mar 2013 - Sept 2016

  Portfolio manager

  Investment Management. I recommend and execute appropriate investment strategies to help clients achieve their life goals by managing their wealth and providing them peace of mind. These investment strategies are from one asset manager, 1832 Asset Management L.P. I engage in all areas of wealth management including financial planning, estate planning, private banking, and insurance and collaborate with our team of experts for a holistic approach.

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  Bmo nesbitt burns

  Oct 2016 - now

  Senior investment advisor, portfolio manager

  I provide tailored discretionary portfolio management solutions and an unparalleled level of expertise to families, institutions, and foundations under our care. At BMO Nesbitt Burns, I have the resources (beyond only one asset manager's product offering) and the experience to provide the full spectrum of top wealth solutions and strategies to ensure that your assets are safeguarded and continue to grow. Backed by our top ranked research, greater access to industry professionals, competitive pricing, and my client first approach, I am confident that clients will be well served. We know our clients have entrusted us with their financial peace of mind and we will strive to deliver nothing less than excellence. 收起