I worked personally with clients to help simplify their lives, by providing expert advice and guidance in growing, managing, and protecting their, their families', and their company's, wealth.I employed a personally-developed proprietary rules-based system which delivered an objective, disciplined approach to my investment management process. I used a suite of quantitative and technical models to deliver lower volatility, lower risk, and superior results to investment portfolios.Clients, were they across Canada, or across the globe, appreciated 3Macs' 165-year history and my 34-years of experience in attending to their wealth management needs, free of the theoretical, psychological, and other constraints and conflicts-of-interest that can hinder the all-too-prevalent subjective analysis and "product sales" culture provided by corporate subsidiaries and banks' investment divisions. Being independent, I was able to focus solely on fulfilling my responsibilities to clients, bypassing the usual standardized, one-size-fits-all techniques to arrive at truly individualized solutions and results which directly served clients' financial goals. I was proud to provide straightforward, unbiased, independent advice, and truly personalized service...the kind of advice and service that has become evermore difficult to find in a "Big Bank" financial world dominated by tied-selling and corporate ownership.Nothing else mattered--just my clients, and their success.

Appointed Vice President in my second year, in recognition of outstanding service to my clients, as well as my contributions to the firm.

I was invited to join Deacon Morgan McEwen Easson Limited as one of the original members of the retail sales group, and as one of the group of founding partners.

I was privileged to gain my first exposure to the Investment Industry with the storied F.H. Deacon, Hodgson Inc., one of Canada's oldest independent, family-established investment firms.