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Profile

 

Proven, Insight

I have twenty years of service in the investment industry at both a Canadian bank-owned investment dealer, and at the investment dealer arm of a global bank. My roles have included Investment Advisor, Director, Branch Manager, and Senior Executive, Regional Director.

Since graduating from the University of Toronto, I have consistently focused on continuing education. I attained the Certified Investment Manager designation granted by the Canadian Securities Institute (the educational body of the Canadian Securities Industry) and I am a Fellow of the Canadian Securities Institute.

I spent six years on the Pacific Council of the Investment Dealers Association and am currently Vice-Chair of the BC Regional Committee of the Investment Industry Association of Canada (IIAC).

After working many years in Toronto, I moved to Vancouver in 1999. I reside in North Vancouver with my wife and three children and am proud to call the west coast my home.

 

 


 

On July 1, 2007 Pacific International Securities Inc. became PI Financial Corp. This is our new website. For more information on our name change please refer to What's in a Name?