– Chartered Investment Manager Designation

– Certified Financial Planner Designation

– Portfolio Manager of Willoughby Investment Pool Assets>$300 million

– Graduated McMaster University with a Bachelor of Arts (Hons.) Degree (1990) and York University with Bachelor of Education Degree (1991)

– 25+ years of experience in the financial services industry

– President’s Circle at a leading Financial Planning firm from 2003-2014 recognizing the top 2% of 4500 Financial Advisors across the country

– Ranked #1 in 2004 at that firm

– Married to wife Suzanne and has a daughter Emily, a son Ryan and a chocolate lab, Artie

– Midland Rotary Club President 2017-2018

– Georgian Bay General Hospital Supporter

– Enjoys boating, snowmobiling, and spending time with family and friends at cottage on Georgian Bay