Investment Advisor: I have been granted Registration Approval by the Investment Industry Regulatory Organization of Canada (IIROC) as salesperson in the category of Registered Representative. As such, I am employed as an Investment Advisor (I.A.) by Beacon Securities Limited, a member firm of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investors Protection Fund.
As an I.A. I am engaged to advise and consult with investors resident in Ontario on their securities investments as may be suitable to their individual personal circumstances. I am permitted to recommend and trade in bonds, shares, trust or limited partnership units and mutual funds.

Insurance Agent: I am also licensed at Level 2 by the Financial Services Commission of Ontario to offer life insurance to residents of Ontario on an independent agent basis.
I consider the use of life insurance in conjunction with a securities portfolio a common sense complementary investment option and vital to well designed personal financial, retirement and estate planning.

Certified Financial Planner: I have been granted a license with the designation of Certified Financial Planner, CFP by the Financial Planners Standards Council (FPSC) which has been incorporated to establish and enforce uniform standards of education, experience, examination and ethics for financial planning practitioners.
Members  of FPSC include: The Financial Advisors Association of Canada (Advocis), The Canadian Institute of Chartered Accountants (CICA), The Canadian Institute of Financial Planning (CIFP), Certified General Accountants Association of Canada (CGA-Canada), Certified Management Accountants of Canada (CMA-Canada) and Credit Union Institute of Canada (CUIC).