Profile Photo
IPC Securities Corporation
Financial Planner
Oct 18, 2021
CFP (Canada)
Bio

I was born in Woodstock, Ontario, and lived throughout Southwestern Ontario before settling in Ayr over 30 years ago.

Prior to entering the Financial Services Industry, I graduated from Conestoga College after completing the Mechanical Engineering – Design Analysis program. For 18 years I was employed by a custom industrial automation builder first as a mechanical designer, but primarily as the software/program developer.

I joined Ayr Financial Services – Investment Planning Counsel in 2015 as an associate as part of my father's succession plan.  In 2016 I challenged and passed each of the CFP exams as well as the Capstone case study.

In 2018 I moved from IPC Investment Corporation, to IPC Securities Corporation to be able to further serve the needs of his clients.

Outside of the office I can be found in and around Ayr, coaching minor hockey, playing adult recreational hockey and baseball, or spending time with my wife, and two children.

Personal Information
519-589-3396
Male
Ayr
Post Graduate Certificate
Employer Information
IPC Securities Corporation
IPC Securities Corporation
92 Stanley St.
PO Box 1152
Ayr ON N0B 1E0
Canada
519-632-9450
Practice Information
Financial Planner
2015
IIROC
2-5
Fee based (AUM) Fee Only - Flat Fee/Project Based Insurance Commission
Alberta Ontario Saskatchewan
CIFPs
Executive Compensation Financial Planning Insurance Planning Investment Management Retirement Income Planning Succession Planning Tax Planning