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As an experienced Investment Advisor with Blackmont Capital, I offer proven and customized wealth management services along with exceptional service. I have been in the financial industry since 1984. I began my career in commercial banking with CIBC and became a full service advisor in 1996 with Midland Walwyn, which became Merrill Lynch, and then moved to TD Waterhouse. In 2007, I joined the well respected independent investment boutique Blackmont Capital to serve my clients without bias to any product or platform and offer them more sophisticated service support, research resources that are second to none, and access to insights from leading industry experts at Blackmont.
I hold a B.A. in Social Sciences from the University of Western Ontario, have completed the Professional Financial Planning course, and hold my life insurance† license, which means I am qualified to dovetail insurance† and estate planning solutions into my clients' investment strategies. I own a cottage in the Dorset area of the Haliburton Highlands, and enjoy spending time there in all four seasons as well as playing tennis and travelling.
† Insurance products and services are offered by Blackmont Insurance Services Ltd. |