As a professional advisor, I work with Canadian investors to regain Control of their finances. I ensure complete transparency in all aspects of the service I offer. As a licensed Portfolio Manager, I work with clients to understand their needs and then develop a clear strategy for the management of their assets with a strict focus on Risk Management.Additionally, my team and I work with clients to develop comprehensive Financial, Estate, and Business Succession Plans when necessary.

Involved in every aspect of building a startup company into a blossoming operation. Primary responsibilities include development and improvement of all services including enhancements to the investment manager search service. Interviewing Investment Counsel Firms to clearly understand their investment model and ensure criteria are met for inclusion in the program. As a member of the executive team, constantly involved in every aspect of running the business including business development, client service, marketing, and operations. Work with clients preparing financial plans, portfolio assessments, investment manager searches, and ongoing financial and investment oversight.Key Accomplishments:• As a member of the executive team, refined a service strategy that helped increase year-over-year revenue by 89% and will lead to a more stable revenue model going forward.• Created and defined a new strategic service offering; one that has set Weigh House apart from others in the investment consulting business.• Introduced and developed a Sudden Wealth service offering.• Redesigned a competitive pricing model to stay in line with cost and to add greater revenue to the top line.• Developed a financial intelligence questionnaire to test investors overall financial and investment knowledge.• Involved in the rebranding of the company, insuring strategic initiatives would be met.• Shaped existing service offerings for a strategic partnership with one of Canada’s fastest growing discount brokerage firms.• Enhanced our Manager Search service offering to better serve client needs.• Worked with private investors to improve their investing strategy but analyzing their current financial and investment risk, asset allocation, portfolio construction, and fees.

Provided a disciplined approach to managing client's assets on a discretionary basis. As a premium level of wealth management, only a select group of advisors are able to provide this offering. Extensive experience advising clients, substantial assets under administration, and completing rigorous academic coursework are necessary before achieving accreditation as a Portfolio Manager. Implemented various risk management procedures to enhance client comfort. Key Accomplishments:Associate Portfolio Manager License in 2004 and Portfolio Managers license in 2006.Consistently grew the Discretionary business far exceeding firm set targets by 200%.More effectively managed portfolios producing better opportunities and performance.Increased revenue and profitability of business by 40%.Investment Advisor, 1994-2009Built an investment advisory practice and manage over $90 million in assets. Collaborate with clients to assess individual financial goals, income needs, and risk tolerance, and advise on appropriate course of action. Initiate trade ideas to position portfolios for better returns. Explore clients' needs pertaining to estate planning, insurance, and charitable giving. Empowered team to take on greater roles within the practice and be more responsible for their daily duties.Key Accomplishments:Rank in top 1/3 of all advisors in the firm for the last six years.Member of the Directors Council and other prestigious recognition programs.Moved business from a commission based business into a fee-for-service business.

Owner and manager of two restaurant franchises in Ottawa. One locations was in a retail shopping mall, and the other was in an office tower in downtown.I was involved in the strategic development of the restaurants since they were the first of their kind in a larger franchise company.Key Accomplishments:Successfully grew two new businesses from construction to operation.Provided strong leaderships skills to over 15 staff members including two store managers and assistant managers.Ensured financial controls in placed to operate effectively.