Address42 Bath Road
Kingston, ON K7L 1H5
My BackgroundWith 36 years of investment management experience, I joined BMO Private Wealth in 1998. I hold a Bachelors of Arts degree from The University of Western Ontario and a member of the CFA Institute, The CFA Society Toronto and a CFA Charterholder My work experience includes 9 years as a stock broker in Toronto where I was VP and shareholder, 5 years as President and Managing Director of an off shore Investment Bank and Trust company located in Barbados and Director of a TSX listed reinsurance Company based in Bermuda. Additionally I am past VP and Director of the Toronto Society of the Investment Dealers Association, past member of the Canadian Securities Institute's National Council of FCSIs
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