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Home Putting real-world business and financial experience to work for you

Putting real-world business and financial experience to work for you

Financial Education

  • MBA (York University)
  • B.A. Commerce and Finance (University of Toronto)
  • Canadian Securities course 
  • Conduct and Practices course
  • Derivatives course
  • Exempt Market course
  • Life Insurance Qualification Program
  • Professional Financial Planning courses I and II

Business Experience

  • Investment Advisor, RBC Dominion Securities (started in 2002)
  • President, Carlton Cards Retail
  • President, Laura Secord
  • Vice President, Van Houtte Coffee Services
  • Instructor, Humber College, Sheridan College and Ryerson University:
    • Business strategy, marketing, professional selling, insurance, investments, and personal financial planning

Client Assurance


  • Personal finance
  • Tennis
  • Fitness and nutrition
  • Personal development
  • Reading
  • Music
  • Past President of condominium board of directors
  • Volunteered on the executive of two tennis clubs

Here is how one client sums it up:   

We wanted to analyze the ‘big picture’ and break it into manageable steps so we could implement over a 10- to 15-year time-frame. You took us beyond the advice of our CA to actually achieve those complicated steps we couldn’t seem to accomplish on our own, such as dealing with a host of financial institutions and CRA. You were patient and took the time to listen and then explain what steps were needed and why. You provided a thorough analysis with good suggestions on how to get it done.”

Ian McRuer, Retired