Buy. Sell. Trade. Valuate. Grow. By all accounts, my enthusiasm for collecting and trading sports cards in my youth formed the foundation of my fascination with the world of investment markets. This fascination was compounded further with growing interests in global history, political affairs and economics through my formative years growing up in Edmonton. But I think my life's direction was finally sealed when, as a boy in my late elementary school years, my parents enrolled my brother and me in a weekend introductory investing course at a local office of a multinational investment management company.
Immediately after high school, I found myself at the University of Alberta where, in 2003, I graduated from the University of Alberta, with Distinction with a Bachelor of Commerce Degree, having studied international finance, economics, history and business law along the way.
In 2004, after taking some time to travel, I began my career in the fast paced business of banking, learning the ropes on the front lines as a bank teller. Having set basic banking foundations, I soon moved into other financial and investment advisory roles, spanning three of the big five Canadian banks. These extensive experiences continued to fuel my love for investing while also developing a parallel enjoyment of working with clients on their financial plans and ambitions.
But 2004 also thrust me into dealing with the passing of my father, leaving my brother and me to help our mother get financially organized and educated. Ever since, I have always looked for opportunities to do very much the same for all of my clients, treating their financial portfolios no differently than those of my family. It's why you will regularly hear me refer to my clients and supporters as my extended financial family.
Along my professional journey, I have empowered myself with further education and credentials to ensure the best advice and service provided to my extended financial family, including the Fellow of CSI designation (FCSI), the Certified Financial Planner (CFP) designation, Chartered Investment Manager (CIM) designation, as well as the Certified Estate Advisor (CEA) designation. To perform my duties as your investment professional, I am licensed through IIROC as a Registered Representative to give advice and employ strategies using mutual funds, securities (such as stocks and bonds), as well as options.
Last but certainly not least, while I work for my extended financial family, I live for my family of four. I love spending time with my wife, daughter and son, either at home or on adventures near and far. With any little spare time remaining, I am either slicing up a golf course or immersing myself in a thought-provoking book or movie.
I look forward to meeting you and welcoming you into our growing extended financial family.
P.S. Check out some of my favorite popular investment quotes!