Experience

Cresco Wealth Management

• Canada
• Financial Services
• 1 - 100 Employee

• Executive Vice President, Senior Investment Advisor

  • 2010 - Present



Wellington-Altus

• Canada
• Financial Services
• 400 - 500 Employee

• Executive Vice President, Senior Investment Advisor

  • Nov 2019 - Oct 2021

• Ex: Investment Managment

  • Apr 2019 - Oct 2021



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Director, Cresco Advisory Group, Scotia Wealth Management

  • 2000 - Nov 2019

  Twenty years ago, I worked for Scotia Wealth Management, the parent company of Cresco Advisory Group, as I do today. But back then my role could be best described as a stockbroker. My services were all transactional. I do so much more now. For example:- I lead my people in partnering with our high net-worth clients as wealth advisors. We help them establish their objectives and plan their investment strategies toward income growth, retirement, estate planning, reduced tax liability, estate and gift planning － whatever’s important to the client.- I get to know my clients, not just their net value. This means getting to the point where we can understand a possible challenge even before they recognize it, then discussing the ramifications and making smart recommendations.It’s their money and their decisions. We provide the tools to proceed smoothly and confidently along the path they’ve established. Show less

• Investment Associate

  • 1999 - 2000

  As an Investment Associate I worked with high net worth clients to trade securities within an overall portfolio structure. Leveraging connections made personally and professionally, I began to develop these relationships further. This coincided with my professional development to acquire the skills required to make recommendations for strategies and solutions to help my clients reach their goals.

• Group Plan Administrator and Associate

  • 1997 - 1999

  A major focus of mine in this role was to manage an employer- employee-based group savings plan for an energy company with operations worldwide. I worked with employees from across Canada to help them make investment choices with funds facilitated through regular payroll deductions. Educating many of these clients with an emphasis on trust and dependability was integral to growing this business.