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Woodgate Financial Inc.
Senior Financial Planner
May 01, 2019 10 months ago
CFA CFP (Canada) CFP (US) FCSI FMA PFP RFP TEP
DirectorFounding MemberVolunteer
Bio
I began my career in the financial industry in 1997 in the brokerage business and have been with Woodgate Financial since 2007.

Committed to the betterment of the industry, I volunteer with the Financial Planning Standards Council, lecture at the Schulich School of Business at York University, and have mentored several entrepreneurs.

During the course of my career, I have received:
• Masters of Business Administration (MBA)
• CFA Charterholder (Chartered Financial Analyst)
• Certified Financial Planner (CFP) designation in both Canada and the US
• Registered Financial Planner (RFP) designation
• Trust & Estate Practitioner (TEP) designation
• Financial Management Advisor (FMA) designation
• Certified International Wealth Manager (CIWM) certification
• the Personal Financial Planner (PFP) designation
• Fellow of the Canadian Securities Institute (FCSI)

My commitment to the industry has been recognized both nationally and internationally with several awards including:
• Winner of the Global Financial Planning Award (2015, 2017 & 2018)
• Top Multi-Service Advisor in Canada (2018)
• The Top Insurance Advisor in Canada (2016)
• A finalist for the Canadian Financial Planning Award (2016-2017)
• One of the Top 50 Financial Advisors in Canada (2015-2017)
• One of the most influential people in wealth management (2016)

Specialties:
• Financial Investment
• Financial Insurance
• Tax & Estate Planning
• Corporate Wealth Management
• Crossborder Planning 
Personal Information
416-571-4529
Male
Toronto
Masters
Employer Information
Woodgate Financial Inc.
IPC Securities Corporation
411 Richmond St.E.
Suite 202
Toronto ON M5A 3S5
Canada
416-691-1944
Practice Information
Senior Financial Planner
1997
IIROC
6-10
Fee based (AUM) Fee Only - Flat Fee/Project Based Insurance Commission
British Columbia New Brunswick Ontario
British Columbia Ontario
No
IAFP Advocis CALU CFA Society Local Estate Planning Counsel CTF STEP FPA (US)
Corporate Financial Planning Corporate Insurance Planning Corporate Tax Planning Crossborder Planning (Canada/Other) Crossborder Planning (US/Canada) ESG & Impact Investing Estate Planning Executive Compensation Financial Planning Group Insurance Planning Group Investment Planning Insurance Planning Investment Management SRI Succession Planning Tax Planning