CEO and Portfolio Manager

• Nov 2019 - Present

The Highgate Group provides a 360-degree approach to wealth management. With a focus on developing and protecting your family legacy; bespoke solutions are crafted and implemented. Highgate is dedicated to providing a best-in-class offering and doing so in a manner consistent with the high standards of confidentiality, transparency, objectivity and professionalism that the firm is built on. Highgate Group Inc. is a fully owned subsidiary of Echelon Wealth Holdings Inc., the parent company of Echelon Wealth Partners Inc. Show less

Vice President Portfolio Manager and Partner

• Sep 2013 - Present

Through the acquisition of Dundee Goodman Private Wealth, Echelon Wealth Partners has become a group of entrepreneurial independent investment managers offering client centric holistic wealth management services. With a Family Office approach, my team provides discretionary investment management advice to business owners, affluent families and young professionals. Our open architecture allows us to complement our internal investment model with the best external money managers available. We act as a relationship managers and become the trusted advisor of our clients. Our holistic wealth solutions offering allows us to clearly view an investors financial landscape so that we can provide valuable solutions to help them secure their family legacy. Show less

Vice President - Branch Manager

• Sep 2013 - Jul 2017

Managing a group of 15 discretionary and non-discretionary managers in Montreal, overseeing the compliance of the branch and supporting them in the growth of their books of business. Through the acquisition of Dundee Goodman in 2016, was an integral part of the negotiation of retention agreements, successfully signing all but one advisor. Over a period of four years, increased sales by 100% at the branch with contributions from all advisors. Took initiative to create partnerships with external ancillary service to provide clients a total solution offering. An advocate of integrating a wealth consultant at the local level, I worked closely with our wealth management team to hire the first consultant at the firm which generated immediate insurance results and a material pipeline for future business. Often consulted by senior leaders on platform changes and their impact on advisors. Responsible for the Quebec Immigrant Investor Program. Show less

President and Founder

• Mar 2011 - Present

The Cappino Physiotherapy and Wellness is a innovative health center offering a diverse range of services to meet each individual's wellness needs. With an array of therapeutic, fitness and lifestyle treatment options, our goal is to promote healthy living in a private and comfortable environment. At CPW, we are committed to making a difference! The Cappino Physiotherapy and Wellness is a innovative health center offering a diverse range of services to meet each individual's wellness needs. With an array of therapeutic, fitness and lifestyle treatment options, our goal is to promote healthy living in a private and comfortable environment. At CPW, we are committed to making a difference!

Foundation Board Member

• Jan 2018 - Present

Senior Investment Advisor

• Nov 2011 - Sep 2013

We provide wealth management services to business owners, executives, high net worth individuals and their families. Our consultative process coordinates the efforts of various industry professionals, allowing our clients to benefit from the expertise drawn from different specialists. We provide wealth management services to business owners, executives, high net worth individuals and their families. Our consultative process coordinates the efforts of various industry professionals, allowing our clients to benefit from the expertise drawn from different specialists.

Senior Investment Advisor

• Sep 2009 - Nov 2011

We provide wealth management services to business owners, executives, high net worth individuals and their families. Our consultative process coordinates the efforts of various industry professionals, allowing our clients to benefit from the expertise drawn from different specialists. We provide wealth management services to business owners, executives, high net worth individuals and their families. Our consultative process coordinates the efforts of various industry professionals, allowing our clients to benefit from the expertise drawn from different specialists.

Owner

• Jan 2008 - Feb 2011

Co-founder of PhysioSport Cappadocia, a physiotherapy clinic focused on providing high quality physiotherapy and multidisciplinary services through the use of top of the line hands-on treatment techniques, exercise regimens and education to all individuals who suffer from physical ailments of various origins (sports related, over-use, etc.). Co-founder of PhysioSport Cappadocia, a physiotherapy clinic focused on providing high quality physiotherapy and multidisciplinary services through the use of top of the line hands-on treatment techniques, exercise regimens and education to all individuals who suffer from physical ailments of various origins (sports related, over-use, etc.).

Investment Advisor

• Nov 2005 - Nov 2009

Manage cross-selling pilot project, ensuring production of revenue levels and territory profitability. Collaborate with clients to assess individual financial situations and develop strategic financial planning solutions. A key member in the development of brokerage services to new and existing high net-worth clientele. Manage cross-selling pilot project, ensuring production of revenue levels and territory profitability. Collaborate with clients to assess individual financial situations and develop strategic financial planning solutions. A key member in the development of brokerage services to new and existing high net-worth clientele.

Investment Advisor/Business Development

• Oct 2001 - Oct 2005

Client base built through network and seminar marketing. Ensured client retention by providing strategic investment recommendations based on the thorough evaluation of fixed income and equity investments. Mandate to develop cross-selling network in order to integrate financial planning and insurance brokerage departments. Achieved 120% of business development goal set at $10 million in assets for cross-selling mandate. A key member in the initial due diligence process of corporate finance mandates. Helped raise over $15 million for corporate finance projects through public issues or private placements. Show less