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Bio

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Credentials

  • Responsible Investment Specialist (RIS)
    Responsible Investment Association
    May, 2020
    - Sep, 2024

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • (CFP) Certified Financial Planner, CPCA, FLMI, CEA
      • Jan 2004 - Present

    • Financial Planner (Nanaimo Office)
      • 2004 - Present

      Personal and Business Financial Planner

Education

  • University of Victoria
    BA, Political Science, Economics, History
    1981 - 1985
  • Northern Secondary School Toronto
    Bachelor's degree
    1975 - 1980

Community

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