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.

PROFILE

Types of Accounts Managed

• Private Individual / Investor

• Institutional Investor - Pension Plan

• Institutional Investor - Non-Profit

• Institutional Investor - Other

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Provinces of Business

• Alberta

• British Columbia

• Manitoba

• New Brunswick

• Nova Scotia

• Ontario

• Saskatchewan

• Québec

• United States

• International - Non-North American

TEAM

Rhonda Davis, Senior Associate

Jarred Seymour, Associate