Overview

I have a small book of business remaining after selling my ownership in a high net worth practice. I'm looking to join a practice with succession opportunities or purchasing opportunities over time. I have 25 years of experience as an investment specialist/financial planning specialist before moving to RBC last year. I'm interested in client service, financial planning and investment management. My experience ranges from plans for corporate level clients to high net worth households in excess of $30M under management. I have a strong focus with financial planning as a core with a very active interest in developing and managing portfolios for accumulation and income distribution.


Last Activity
this week
Listing Updated
Dec. 21, 2023

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