Experience

Investors Group Securities Inc.
• Canada
• Investment Banking
• 1 - 100 Employee
• Wealth Planning Specialist

  • Nov 2007 - Present

Investors group Securities
• Canada
• Investment Banking
• 1 - 100 Employee
• Securities Planning Specialist

  • Nov 2007 - Present


National Bank Financial

• Canada
• Financial Services
• 700 & Above Employee

• Investment Advisor

  • Jan 2001 - Nov 2007

  Building and maintaining a book of asset. $ 20 Million AUM Maintaining a book of business of senior advisor $ 60 Million AUM. Investment advise, selection and follow up. Prospecting , networking. Building and maintaining a book of asset. $ 20 Million AUM Maintaining a book of business of senior advisor $ 60 Million AUM. Investment advise, selection and follow up. Prospecting , networking.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Advisor

  • Jan 1998 - Jan 2001

  Rookie Broker. Gathered $ 6 Million within 21 months. Constant prospecting and networking to grow my book Continual education and product knowledge. Rookie Broker. Gathered $ 6 Million within 21 months. Constant prospecting and networking to grow my book Continual education and product knowledge.