Location: Toronto, Ontario
“Successful investing requires a long-term plan, and the discipline to stay the course.”
My foray into finance began as a self study pursuit. While working on a diploma in Mineral Exploration Technology, I spent my summers in remote work camps where I engaged in books on investing and stock analysis to occupy my mind and satisfy my interest. That ultimately led to an Honours Bachelor of Commerce degree and a job in the city, trading deer fly infested marshes for air-conditioned offices.
Initially, I held roles as an investment systems consultant, equity analyst and money market trader at several firms, arriving at Industrial Alliance (iA) in 1999. In 2001, I began co-managing a Canadian equity portfolio at iA, and later assumed responsibility for their Canadian Dividend portfolios. I kept that role until 2019 when I joined Leon Frazer & Associates (LFA), one of Canada’s first investment counselling firms. After Canadian Western Bank acquired LFA in 2020, I continued in my role as Head of Canadian Equities until that firm transitioned to National Bank. Today, I remain as Senior Portfolio Manager, providing strategy alongside National Bank Financial’s in-house investment research team.
Our clients’ unique goals inform the types of investments we make for them, and the ways in which we invest their savings to balance risks with rewards. I enjoy sharing our investment insights and my 35 years of industry experience with our clients, by writing on market performance in our quarterly investment commentary.
My educational background includes a diploma in Mineral Exploration Technology from Sir Sandford Fleming College, and an Honours Bachelor of Commerce degree from Laurentian University. I also hold the Charter Financial Analyst (CFA®) designation.