Experience

• 

  BMO Financial Group

  • Canada
  • Financial Services
  • 700 & Above Employee

  • Financial Planner

    • Nov 2013 - Present

  • Financial Planner

    • Nov 2010 - Present

    I provide investment and retirement advice, strategies, plans, and analysis for BMO clients.

  • Preferred Client Relationship Consultant

    • Mar 2007 - Nov 2010

    I was a preferred client relationship consultant or simply a discount broker for high net worth clients. This included stock, bonds, mutual funds, fixed income and option trading.

• 

  Berkshire Securities

  • Associate and then Investment Advisor

    • Sep 2003 - Mar 2007

    I worked with a team of Top Producer Investment Advisors and then later became an Independent Advisor for mutual funds, fixed income securities and stocks.

• 

  Canadian Federal Government

  • Economist (ES-1), Intelligence Officer (Analyst and Investigator)

    • Sep 1990 - Sep 2003

    Economist for Consumner and Corporate affairs as part of my Master of Arts internship in Public Adminstration until March 1991. From March 1991 to April 1995, I was an analyst/ Intelligence Officer within a separate agency (Service) in the Department of the Soliciter General (now Ministry of Pub...

• 

  Canadian Forces

  • Montreal, Ottawa, Vancouver

  • Intelligence Operator

    • Mar 1985 - Jun 1998
    • Montreal, Ottawa, Vancouver

    I was in the Canadian Forces Army reserves. I was an infantryman and Intelligence Operator in the Black Watch Regiment from 1985 until 1988. I then transferred to the 3rd Intelligence Company in Montreal and stay until 1993. In 1993, I was a founding member of the 2nd Intelligence Platoon under t...