Profile Photo
CI Direct Investing
VP, Wealth Management
May 01, 2019
Founding Member
Bio
 
I’m an optimistic leader who energizes others to drive innovation. I am passionate about helping our clients and employees achieve their goals. I value honesty, integrity, and kindness. I have experience in digital wealth, client relationships, financial planning, investment management, and business development.
 
Personal Information
6046706048
Male
Some Post Secondary
Employer Information
CI Direct Investing
United States of America
Practice Information
VP, Wealth Management
2007
ICPM
2-5
Fee based (AUM)
Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Nova Scotia Ontario Prince Edward Island Quebec Saskatchewan
No
No
ESG & Impact Investing Financial Planning Investment Management Portfolio Management Retirement Income Planning