After obtaining a BA in Economics at the University of Western Ontario, I began my career in banking in 1979 and eventually became a Money Market Trader at Merrill Lynch. Next, I was a Fixed Income Trader for Prudential Assurance. I then moved to Standard Chartered Bank, a large International Bank, as Chief Trader and was later promoted to Treasurer. Desiring to work on a one-on-one basis with individuals, I became an Investment Advisor and worked for three major bank-owned firms before joining Macquarie Private Wealth in the fall of 2010, which was acquired by Richardson Wealth (formerly Richardson GMP) in 2013.
Here, I enjoy the freedom to make investment choices based solely on their suitability for my clients without bias to any product or platform. I hold my Level I and II life insurance licenses and can effectively dovetail insurance solutions into my clients’ wealth management strategies.
Always active in ongoing charity work in my Thornhill community and I donate to many community events.