Copyright 2017 Echelon Wealth Partners Inc.

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Senior Vice-President & Portfolio Manager

Director and Portfolio Manager of Deacon, Barclays Bank entities until Dundee Bancorp buyout in December 1998.

February 1991 – December 1998

Director & Portfolio Manager

ECHELON WEALTH PARTNERS

Senior Vice-President & Portfolio Manager

Toronto, Canada

 April 2016 - Present

Recognized as leading the top performing retail team nationally for years ending 2016, 2017, 2018.

Designated Senior Portfolio Manager on Executive Portfolio Management Committee.

DUNDEE GOODMAN PRIVATE WEALTH  

Toronto, Canada

December 1998 – April 2016

Until Echelon Wealth Partners buyout of Dundee Goodman Private Wealth.

DEACON BZW/ BZW CANADA/ DEACON CAPITAL CORPORATION

Toronto, Canada

CIBC WOOD GUNDY INC., MANSION HOUSE    

Vice-President, Retail Sales  

Toronto, Canada

October 1988 – February 1991

Member of Wood Gundy’s President’s Council for the year ending September 30th, 1990.  Ranked as number 2 producer for Wood Gundy Inc. given length of service in the investment  industry.  

Investment Advisor

September 1986 – October 1988

Toronto, Canada

MIDLAND DOHERTY LTD.  

Designated spot Sterling Trader.
Charged with raising Canadian domestic balances through Canada and Eurodollar overnight  markets.

 Foreign Exchange & Money Market Trader

January 1982 – August 1986

New York, USA & Toronto, Canada

DRESDNER BANK OF CANADA

TULLET, RILEY, GREENSHIELDS

Foreign Exchange Broker​  

Toronto, Canada

January 1981 – December 1981

Assigned to forward Canada desk.

Brokered and serviced variety of Schedule B banks.

UNIVERSITY OF WESTERN ONTARIO 

B.A., Economics

CANADIAN SECURITIES INSTITUTE

Fellow of the Canadian Securities Institute