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
Toronto, Canada
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
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