Experience

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

• Canada
• Investment Management
• 100 - 200 Employee

• Wealth Advisor, Associate Advising Representative

  • Nov 2009 - 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. Show less



TD

• Canada
• Banking
• 700 & Above Employee

• Regional Vice President - Private Client Group

  • 2005 - 2009



CI Assante Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Regional Vice President - Eastern Canada

  • 2002 - 2005



TD

• Canada
• Banking
• 700 & Above Employee

• Vice President

  • 2000 - 2002

• Vice President - Quebec Region

  • 1993 - 2000