Experience

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

• Canada
• Investment Management
• 100 - 200 Employee

• Vice President

  • Nov 2007 - 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.



Trigobal Capital

• Regional Vice President - Business Development

  • Apr 2005 - Oct 2007



AIC

• IT Services and IT Consulting
• 500 - 600 Employee

• Regional Vice President

  • 1995 - 2005

  Mutual fund company



IG Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• VP Defined Contribution Group Plans

  • Jan 1990 - Dec 1995

  I was a dually licensed adviser for 6 years, In the last two years I specialized in helping advisers and employers implement employee benefit plans such as DPSP's, Group RRSP's, Group Insurance, and others