I am a holistic thinker and have a knack for looking at the big picture AND identifying all of the details that need to be filled in for that picture. I know the right questions to ask to build the strategy and plan required to get you to the end goal.
CIM (in progress- Chartered Investment Manager) Highly qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.
FEA (Family Enterprise Advisor) Designation to help families with their complex continuity needs.
CFP (Certified Financial Planner): Adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.
CWSP (Chartered Strategic Wealth Professional) Qualified to service clients who have complex financial needs.
CIWM (Certified International Wealth Manager) Top credential to manage high net worth client needs.
EPC (Elders Planning Counselor) Qualified to work with adults 55 plus to take a total needs approach and provide practical solutions.
CSC (Canadian Securities Course) Industry benchmark and licensing requirement to deal in securities, mutual funds, liquid alts and exchange-traded funds.
CPC (Conduct & Practices Course) Comprehensive understanding and following of the rules, regulations, practices and ethics of financial management.
WMTC (Wealth Management Techniques Course)
FMA (Financial Management Advisor Program)
MDRT Court of the Table (Million Dollar Round Table) Exclusive association of life insurance and financial planning professionals that meet stringent guidelines and adhere to strict ethical standards and excel in helping others with their financial needs.
CALU (Conference for Advanced Life Underwriting) With a focus on advanced planning issues members provide personal financial, business succession, estate planning, wealth creation, retirement planning and employee benefits services.
Energetic and hard working
Clear thinker who is able to strategize
Identifies key issues quickly and prioritize solutions
Enthusiastic researcher capable of finding answers to complex questions
Seeker of best, not the most obvious solutions
Personable and outgoing
Empathetic to the needs of others
Breaking bread – wine and cheese and soppressata! I enjoy having dinner with my wife Laura and our three kids, extended family and friends.
Expanding my knowledge. Courses, conferences – it is important that I continually learn to provide value for my clients.
On the field, court, ring, snowboarding hill – mentoring my kid’s athletic abilities.
