BA (Hons), CIM, CIWM, FCSI
Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundAs the Principal and Lead Advisor of Lewin Wealth Advisory Group, nothing matters more to me than my clients’ well being. Ultimately, I have chosen to act as an agent of change and am someone who my clients can trust to help them protect, preserve, and grow their finances, and their future. While I have been told that I am caring and warm by nature, I believe that it is my curious side that keeps me engaged and asking the right questions. This leads to insightful conversations that uncover what matters most to my clients. This is a complex profession. Consequently, I have completed a number of industry-related courses that keep me informed, skilled and prepared for my clients’ needs. The most distinguished designations I hold are the Certified International Wealth Manager (CIWM) and the Certified Investment Manager (CIM). The CIM enables me to act as a Discretionary Portfolio Manager. This separates me from many of my peers in the industry and allows me to spend more time with clients to better understand their situations. I am also a Life Insurance Advisor with BMO Estate Insurance Advisory Services*. My designations and experience also allow me to be a Fellow of the Canadian Securities Institute (FCSI). My wife Joanna and I have three children: Zoe, Aubrey, and Parker, who bring a joy to our lives we never thought possible. Joanna and I value family and work as a team as we enjoy our life adventures together. In my spare time, I enjoy travelling, tennis, baseball, hockey, canoe tripping and spending time with family and friends. I have great empathy for those struggling and less fortunate and hold an extended hand for charity, specifically those involved with mental illness and suicide prevention. A family tragedy led me to co-found "Put up your Dukes", a third-party event for the Centre for Addiction and Mental Health (CAMH) that helps fight the battle against mental illness.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.