Senior Vice-President & Senior Portfolio Manager
Director and Senior Portfolio Manager of Deacon, Barclays Bank entities until Dundee Bancorp buyout in December 1998.
February 1991 – December 1998
Director & Senior Portfolio Manager
ECHELON WEALTH PARTNERS
Senior Portfolio Manager & Senior Vice-President Managed Accounts
April 2016 - Present
Recognized as the top performing retail Advisor and Senior Portfolio Manager nationally in 2021.
Designated Senior Portfolio Manager on Executive Portfolio Management Committee.
DUNDEE GOODMAN PRIVATE WEALTH
December 1998 – April 2016
Until Echelon Wealth Partners buyout of Dundee Goodman Private Wealth.
DEACON BZW/ BZW CANADA/ DEACON CAPITAL CORPORATION
CIBC WOOD GUNDY INC., MANSION HOUSE
Vice-President, Retail Sales
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.
September 1986 – October 1988
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
January 1981 – December 1981
Assigned to forward Canada desk.
Brokered and serviced variety of Schedule B banks.
UNIVERSITY OF WESTERN ONTARIO
CANADIAN SECURITIES INSTITUTE
Fellow of the Canadian Securities Institute