Profile Photo
CI Direct Investing
Head of Client Services
May 01, 2019 one year ago
Founding Member
Personal Information
6046706048
Male
Some Post Secondary
Employer Information
CI Direct Investing
BC
8883737674
Practice Information
Head of Client Services
2007
ICPM
2-5
Fee based (AUM) Insurance Commission
Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Nova Scotia Ontario Prince Edward Island Quebec Saskatchewan
ESG & Impact Investing Financial Planning Investment Management Portfolio Management Retirement Income Planning