To earn the privilege of becoming my clients' primary financial manager by providing conservative, customized and proactive financial advice that is tailored to the needs of my clients.
Personal History
Having grown up in a small town in Northern Ontario one of my goals was to live and work on Bay Street to study the mechanics of the equity markets from a first hand perspective. I entered the industry in 1999 and began my career as an equity trader for a large bank owned brokerage firm in Toronto. This role enabled me to gain valuable trading experience on the North American equity and options markets as well as the equity markets in Europe and Asia. As I entered into a management role in 2002, I was responsible for managing a team of 15 equity and options traders. It was at that time when I developed the training material for instructing new and experienced traders on how to properly set up and manage the process of trading on the foreign equity markets. I hold many industry courses including the Canadian Investment Manager designation (awarded in 2007) from the Canadian Securities Institute. I have lived in Georgetown since 2005 with my wife and young son as the appeal of a small town was re-discovered once I had a family.
BMO Nesbitt Burns
BMO Nesbitt Burns is a strong, proud and determined organization with its sights set on becoming the number one financial services firm in North America. Our technology, research and relationship with the bank sets standards in Canada and in the global marketplace. BMO Nesbitt Burns is an advisory firm run by successful Advisors. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
I understand by accessing this website I agree to the following terms and conditions.
Printer-friendly