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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

Tim Weichel has extensive business experience, having served as President of Carlton Cards Retail, President of Laura Secord, and Vice President of Van Houtte Coffee Services.  In 2002, he entered the world of investment advice as an Investment Advisor with RBC Dominion Securities.

Since then, has completed a thorough financial education including the Canadian Securities Course, Conduct and Practices, Derivatives, the Exempt Market course, the Life License Qualification Program, and Professional Financial Planning courses I and II.  His foundational education includes an MBA from York University and a B.A. in Commerce and Finance from the University of Toronto.

He also taught business strategy, marketing, professional selling, insurance, investments, and personal financial planning on a part-time basis over a 12 year period at Humber College, Sheridan College and Ryerson University.

Tim is currently licensed by the Financial Services Commission of Ontario.

His interests include personal finance, tennis, fitness and nutrition, music, and reading.  He is the past President of his condominium’s board of directors, and has volunteered on the executive of two tennis clubs.  He is currently the Speaker’s Chair at the Probus Club Mountainview.

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