My experience the past 24 years in the financial and wealth management profession, have been spent in the private accounting profession, as well as an investment advisor, a commercial banker, then as a private banker and currently occupy a position as a Wealth Advisor.
My credentials include B.Comm., PFP and CIWM.
As a Wealth Advisor, my role is through a deep discovery process, help clientele formulate a plan of address for their finances and wealth. Together, we will prioritize their needs in the short term and long term, addressing concerns pertaining to their finances and wealth. During this process, I hope to discern what is truly important to the client, and may even address issues and concerns they may have overlooked or may not have been aware of. The next step is to assemble a team of professionals from the many departments at my disposal, ranging from private banking, investment management, private trust, will & estate lawyers, and commercial bankers, to fully address all the clients' concerns, and to formulate a truly holistic plan incorporating the many aspects of our clients' lives. During the execution process of this plan, I co-ordinate the various individuals from multiple departments, and represent the link to the clientele. This helps to ensure the client remains the focus of our efforts, and each department conducts themselves in the best interest of the client.
I am a Certified Financial Planner with over 20 years of experience. I provide expertise in:
I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management where I spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that I gained invaluable experience on what it takes to be a successful advisor. I appreciate the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.
After 10 years supporting GTA based advisors with timely investment recommendations, I made the decision to become a financial advisor and became a partner at Brandon Lindsay Insurance Agencies Ltd. Brandon Lindsay was founded in 1982, and is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions servicing clients across Canada.
Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.
Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is essential to proper planning, I include educational opportunities that include estate planning as much as possible.
I am a Certified Senior Advisor and LLQP licensed.
Graduate of University of Windsor School of Law
* Member of Law Society of Ontario;
* Certificate in Dispute resolution from Osgoode Law School
*LL.M (ADR) Osgoode Law School
* Chartered Mediator by ADR Institute of Canada. Mediation of all types of disputes
* Certificate in Elder Law Osgoode Law School
* Extensive experience in Wills, Estates, Powers of Attorney
* Family and Elder Law Mediation
I have over 17 years of experience in the Financial Services Industry. My career began working with clients of Financial Advisors assisting them with their cash flow and mortgage needs. My career then expanded into full financial planning. My experience in the industry has taught me that very few Advisors offer full financial planning. I am passionate about assisting clients in all aspects of their finances both for current and future needs.