Experience

Connor, Clark & Lunn Private Capital Ltd. (CC&L)

• Canada
• Investment Management
• 100 - 200 Employee

• Vice President at Connor Clark & Lunn Private Capital

  • Jan 2017 - Present

  By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service. CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms whose affiliated teams manage over $72 billion in assets.



Canada Life

• Canada
• Insurance
• 700 & Above Employee

• Regional Investment Specialist

  • May 2015 - Jan 2017



RBC Global Asset Management

• Canada
• Investment Management
• 700 & Above Employee

• District Vice President

  • Aug 2011 - Jun 2014



RBC Dominion Securities

• Canada
• Investment Management
• 700 & Above Employee

• Investment Advisor

  • Mar 2007 - Aug 2011