Experience
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Wellington-Altus Private Wealth (4 yrs 9 mos)
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Senior Wealth Advisor and Portfolio Manager
Oct 2021 - Present · 4 yrs 9 mos
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Vice-President, Senior Investment Advisor & Portfolio Manager
Oct 2021 - Dec 2021 · 3 mos
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Investment Advisor at CIBC Wood Gundy
Sep 2016 - Sep 2021 · 5 yrs 1 mo
Investment Advisory, Portfolio Management, Financial Planning, Estate Planning, Wealth Management.
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Investment Advisor at BMO Nesbitt Burns
May 2006 - Aug 2016 · 10 yrs 4 mos
Investment Advisory, Portfolio Management, Financial Planning