Educational Preparation:- My university education consists of a Bachelor of Arts degree with a concentration in economics and philosophy followed by a composite of the core curriculum for a Bachelor of Commerce degree including finance, accounting, human resources management, statistics and micro economics.
 
Began in Bank:- I began my financial service career with a major Canadian bank progressing to Branch Administration and subsequently into District Personnel being responsible for, interviewing, counselling, manpower planning and university recruiting. I was designated as being within the top 10% of career stream employees at the time.
 
I believe learning to relate well with people and developing good interactivework habits were the principal benefits of my banking experience.
 
Fund Management:- From the bank I joined my father who managed and administered two small mutual funds. My responsibilities progressed through marketing to dealers, research analysis, investment management and, when my father became mortally ill, to being appointed president of the funds responsible for all aspects of their operation. After managing for a few years as a virtual one man enterprise, reality demanded I merge with another fund operation.
 
I believe my fund management experience gave me in depth exposure and respect for the investment skills needed to achieve success in the financial markets. 
 
Investment Service:- After negotiating and administering the fund merger, I yearned to become once again involved with the two most satisfying aspects of my past experience. These were the pursuit of investment knowledge and analytical skills together with direct one on one service to individuals that I enjoyed so much from my banking days. This led naturally to my current role of Financial Consultant to Portfolio Investors.
 
Beliefs:- I believe, from my experience in assisting people with their investment programs, a full understanding of a person's life circumstances and aspirations is mandatory and that a sound financial plan is integral to our working well together.