Education:
Bachelor of Commerce, Queen's University, School of Business
Specialties:
Simple access to the best investment products available
Using the top-ranked research to help you reach your financial goals
Developing long-term relationships
Developing tax-efficient investment strategies
After graduating from Queen's University, School of Business, in 2002, Craig began his career in Investment Banking, always having an entrepreneurial spirit and a keen interest in the financial markets.
His investing philosophy focuses on staying current and finding the best places for his Clients to invest their money. The services he offers extend well beyond just traditional investing and include retirement planning, insurance, education planning, charitable giving, and estate planning.
As a competitive golfer, Craig spends much of his free time golfing at the St. George's Golf & Country Club in Toronto where he is a 3-time Club Champion.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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