Selected Awards, Designations & Degrees
Fellow of the Canadian Securities Institute (FCSI) - ClickToVerify
The FCSI is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
Certified Financial Planner (CFP®) - ClickToVerify
CFP certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the standard for the financial planning profession. CFP professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions at the highest level of complexity required of the profession
Chartered Investment Manager (CIM®) - ClickToVerify
The CIM designation is the industry standard for discretionary investment and portfolio management services.
Certificate in Advanced Investment Advice - ClickToVerify
Life Insurance and A&S Insurance Agent License
Conferred by the Financial Services Regulatory Authority of Ontario
Master of Business Administration
Conferred by IMD
Bachelor of Arts with Honors
Conferred by Middlebury College
