Toronto, Ontario, Canada
I began my career in the financial industry in 1997 in the brokerage business and have been with Woodgate Financial since 2007. Committed to the betterment of the industry, I volunteer with the Financial Planning Standards Council, lecture at the Schulich School of Business at York University, and have mentored several entrepreneurs. During my career, I have received: • Masters of Business Administration (MBA) • CFA Charterholder (Chartered Financial Analyst) • Certified Financial Planner (CFP) designation in both Canada and the US • FP Canada Fellow • Registered Financial Planner (RFP) designation • Trust & Estate Practitioner (TEP) designation • Financial Management Advisor (FMA) designation • Certified International Wealth Manager (CIWM) certification • the Personal Financial Planner (PFP) designation • Fellow of the Canadian Securities Institute (FCSI) My commitment to the industry has been recognized both nationally and internationally with several awards, including: • Winner of the Global Financial Planning Award (2015, 2017 & 2018) • Top Multi-Service Advisor in Canada (2018) • The Top Insurance Advisor in Canada (2016) • A finalist for the Canadian Financial Planning Award (2016-2017) • One of the Top 50 Financial Advisors in Canada (2015-2017) • One of the most influential people in wealth management (2016) Specialties: • Financial Investment • Financial Insurance • Tax & Estate Planning • Corporate Wealth Management • Crossborder Planning
Provided expert witness reports to the courts pertaining to financial planning, capital markets and portfolio management for cases in the areas or family law, personal injury, and various other areas of civil litigation.
Senior partner overseeing the planning, investment, insurance, tax, and estate needs of the firm's 260+ households and $275 million in assets under management.
Experienced public speaker covering a range of topics including Financial Planning, Fintech & WealthTech, Artificial Intelligence, Digital Engagement, and Regulation.
Columnist for the Globe and Mail's financial industry site, Globe Advisor.