Experience

3Macs, a division of Raymond James

• Canada
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Aug 2019 - Present

• Associate Investment Advisor

  • Aug 2016 - Aug 2019



Investors Group Financial Services Inc., Financial Services Firm

• Montreal, Canada Area

• Financial Security Advisor

  • Mar 2013 - Jul 2016

  Financial Security Advisor and Mutual Funds Representative licensed in Quebec and Ontario. I help clients tax effectively build and preserve wealth with thorough retirement, insurance, and estate planning. Financial Security Advisor and Mutual Funds Representative licensed in Quebec and Ontario. I help clients tax effectively build and preserve wealth with thorough retirement, insurance, and estate planning.



Base Hockey

• Sporting Goods Manufacturing
• 1 - 100 Employee

• Regional Sales and Development

  • Aug 2011 - Dec 2013

  Custom professional hockey stick manufacturing factory direct. ExNHL shooting instruction techniques with high speed video feedback. Client relations for Eastern Canada. Custom professional hockey stick manufacturing factory direct. ExNHL shooting instruction techniques with high speed video feedback. Client relations for Eastern Canada.



The Tape House Media Supply

• General Manager

  • Jan 2004 - Jul 2011

  Managed all aspects of this medium sized private media supply company; the largest of it's kind in Western Canada. A strong focus on providing excellent products and services with just in time delivery for clients to reduce overall cost of products and inventory. Spearheaded change of business model and ultimate sale of company to WIMmedia in July 2011. Stayed on as advisor to ensure smooth transition for client base.

• Operations Manager

  • Feb 1997 - Jan 2004

  Directed operations of busy, multiple shift manufacturing and assembly facility. Calculated and procured required raw materials from overseas markets, implemented inventory control process, and optimized delivery schedule to meet clients ongoing procurement needs throughout Western Canada.



TSI - Terminal Systems Inc

• Vancouver, Canada Area

• Ship planner / Management trainee

  • Mar 1994 - Feb 1997

  Trained in all facets of container terminal operations with largest container terminal operator in Canada. Ship planner role required strong organization, communication, and time management skills. Trained in all facets of container terminal operations with largest container terminal operator in Canada. Ship planner role required strong organization, communication, and time management skills.