My first investment industry experience was as an assistant at Regal Capital Planners in Waterloo. I graduated into the full-service investment industry in 1986 when I was approached by Merrill Lynch Canada. In 1988, I obtained my licensing as an Advisor.
From Merrill, I moved on to branch administration duties with Midland Doherty, then to Branch Administrator for Kitchener and London with Dean Witter Canada. I relocated to London in 1991, where I met and worked with Alan for the first time. After a merger, I moved on to an Associate Advisor role with BMO Nesbitt Burns.
In July 2003, I became one of the founding members of the Wellington West Capital London Branch. We welcomed Alan to our branch in 2005 and I was thrilled to have the opportunity to join his group once again.
In 1997, I was designated a Canadian Investment Manager (CIM) after completing an advanced industry program that focuses on financial planning and investment management. I also obtained the highest designation in the industry, the Fellowship of the Canadian Securities Institute (FCSI). Most recently, I acquired my Personal Financial Planning (PFP) designation.
I'm truly looking forward to helping all clients build solid solutions to their financial and estate-planning concerns.