By introducing affluent Canadians and their families, as well as foundations and other not-for-profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals.I have been serving affluent Canadian families and not-for-profit organizations for over fifteen years. Prior to joining CC&L Private Capital I served the investment and wealth management needs of my clients on a discretionary basis with RBC Phillips, Hager & North Investment Counsel, where I developed the ability to listen to and understand their unique needs and earn their continued trust. Prior to this, I worked with global investment firms through State Street Bank & Trust Corp.A graduate of York University, I also hold the Chartered Investment Manager (CIM) designation and am a member of the CFA Institute and the CFA Toronto Society. My wife and I reside just north of Toronto with our son and two daughters. As an active participant in my community, I enjoy coaching my son's hockey team and often participate in a wide range of sporting activities. I also serve on the Board of Shining Through, a not-for-profit organization supporting the needs of autistic children and their families. I'm always keen on developing new relationships and sharing the continued success of our firm, so don't hesitate to contact me directly at 416-862-6309 or rmcnerney@cclgroup.com.
Listed skills include Investment Management, Asset Allocation, Portfolio Construction, Holistic Wealth Management, and 31 others.