Designations:

  • FELLOW OF CANADIAN SECURITIES INSTITUTE (FCSI®);
  • CERTIFIED INTERNATIONAL WEALTH MANAGER (CIWM);
  • CERTIFIED FINANCIAL PLANNER (CFP®);
  • CANADIAN INVESTMENT MANAGER (CIM);
  • FINANCIAL MANAGEMENT ADVISOR (FMA);
  • BACHELOR OF COMMERCE (HONOURS)

Licensed In:

  • British Columbia
  • Alberta
  • Saskatchewan
  • Manitoba
  • Ontario