President and Portfolio Manager

• Apr 2013 - Present

At ZLC Wealth, we pride ourselves on the close relationships we build with our clients. As a Portfolio Manager I can provide access to outstanding investment managers and skillfully produce customized portfolios across traditional and alternative asset classes to help you reach your financial goals. If you are looking to free up your time, reduce the stress that managing your wealth entails and diversify your portfolio, connect with me today to discuss the wealth solution that is right for you.

Portfolio Manager

• Aug 2012 - Mar 2013

Scotia Asset Management manages portfolios on a discretionary basis for individuals and families, charitable organizations, corporations, municipalities, pension and mutual funds, hospitals, and foundations. We offer a full range of investment counselling and management services including equities, money market and fixed income. Funds are managed on a separate account or pooled basis with particular expertise in adding value through active management. Scotia Asset Management manages portfolios on a discretionary basis for individuals and families, charitable organizations, corporations, municipalities, pension and mutual funds, hospitals, and foundations. We offer a full range of investment counselling and management services including equities, money market and fixed income. Funds are managed on a separate account or pooled basis with particular expertise in adding value through active management.

Vice President

• May 2010 - Aug 2012

DundeeWealth Investment Counsel (formerly Goodman Private Wealth Management) is a wealth management firm focused on servicing the financial and asset management needs of charitable foundations, small institutions and private clients who have accumulated significant wealth. We help our clients build and preserve wealth through innovative, high performance investment management and financial advice. More than that, however, we are in the business of providing peace of mind.As a client of DundeeWealth Investment Counsel, you will enjoy the confidence that comes with having a team of experienced professionals working with you to build a fully integrated wealth plan – one that is focused on creating long-term value, and delivered with a personalized approach tailored to your needs.Our firm’s foundation is rooted in the philosophy, integrity and discipline practiced by our founder, Ned Goodman, whose valuable perspectives have been formed by more than 50 years of business and investment expertise. Today, DundeeWealth Investment Counsel is an industry-leading firm with a successful track record of preserving and growing wealth for our clients.

Member

• 2005 - May 2010

President

• Sep 2004 - Apr 2010

Duncan Ross Associates Ltd. is an investment management company offering taxable and non-taxable pooled investment funds to individuals, foundations, and pension plans. Duncan Ross strives to produce consistently good returns while minimizing the risk of capital loss over the long term. Stocks are chosen on the basis of value, not short-term popularity. We limit our investments to industries we understand and can be subjected to quantitative analysis. We take positions in companies we believe offer superior growth and profit opportunities over the long term.

President and Owner

• Dec 1997 - Aug 2004

Controller

• Sep 1993 - Oct 1997

Senior Manager - Tax

• Sep 1983 - Aug 1993

Chartered Accountant, Tax professional Chartered Accountant, Tax professional