Tim is the Big Idea guy. Strategy is his forté, it’s where he devotes most of his brain cells, but part of seeing the big picture means zeroing in on the details. It has to. As discretionary advisors, every client’s portfolio is handpicked by Tim and The Conlin Group team and that requires an intimate understanding of every security invested in. That’s what drives Tim, the balance between big picture strategy and the details, that excitement that comes with finding great investments that align with client goals. He also hosts the FinancialDstress podcast.
Tim started his career as a Chartered Accountant at an international accounting firm building extensive knowledge on both investment and tax planning. Looking to connect with individuals, Tim transitioned to wealth management in 1994, receiving his CFA and joining a major financial institution as a discretionary Portfolio Manager and Investment Advisor. He also spent over five years managing one of the largest bank branches and teams in Canada while also building The Conlin Group into one of the firm’s Top 20 investment advisory teams for 22 consecutive years.
Tim is passionate about spending time with his family, reading, researching, and perfecting the nuanced art of smoked meat.