Throughout the 80s and 90s I continued to sharpen my trading skills and focused on the commodity markets trading on my own account until 1997, when I was offered an opportunity to start as a Futures Commodity Broker with a U.S. company that was opening in Toronto. After sharpening my teeth in the commodity arena, I joined CIBC World Markets (Wood Gundy) and expanded my investing to include Equities and Options. In 2002, I joined Research Capital, and then moved to Ottawa in November 2007 to open a Sub Branch and develop business in the nation’s capital.
My client base is as diverse and unique as my personal history, including all levels of law enforcement, salespeople, entrepreneurs, trades people, teachers, medical professionals and scientists. I advise on trust accounts, students and retirees’ funds and my focus is on showing individuals, couples and families how to manage debt and create wealth by giving them back control of their finances and helping them prepare for their future.