Portfolio Manager with over thirty years’ industry experience with a successful background in the equity and fixed income markets both foreign and domestically. Current Senior Vice-President and Portfolio Manager at Echelon Wealth Partners.
Senior Vice-President & Portfolio Manager
Echelon Wealth Partners
Types of Accounts Managed
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Private Individual / Investor
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Institutional Investor - Pension Plan
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Institutional Investor - Non-Profit
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Institutional Investor - Other
Provinces of Business
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Alberta
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British Columbia
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Manitoba
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New Brunswick
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Nova Scotia
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Ontario
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Saskatchewan
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Québec
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United States
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International - Non-North American
Rhonda Davis, Senior Associate
Jarred Seymour, Associate