Professional Background:
- Bachelor of Arts in Economics (Queen’s University,
1983)
- Investment Funds Institute of Canada Course –
Honours (1990)
- Canadian Securities Course – Honours (1995)
- Money Concepts Canada Client Builder’s Award (1995)
- Money Concepts Canada Rookie of the Year Award (1995)
- Money Concepts Certified Planner Designation (1996)
- Life Underwriter’s Association Training Course –
Honours (1997)
- Guest Speaker at the Money Concepts National
Financial Planning Conference. Topic: Building a Successful Practice
Through Referrals and Previous Career Associations. (1997)
- Chartered Financial Planner (1998)
- Certified Financial Planner (1998)
- Founding Partner, BCO Wealth Management (1999 to
present)
- Hedge Funds
Course - Canadian Securities Institute (2003)
- Certified
Divorce Specialist - USA (2003)
- Financial
Divorce Specialist - Canada (2003)
Memberships:
- Licensee of the Financial Planners Standards Council
of Canada
Community/Interests:
- Co-sponsored Metro Toronto Junior Chamber of Commerce
911 Emergency Service Awards.
-
Past Chair of the
Wedgewood Family & School Association (Wedgewood Jr. School)
Member of the
Ontario Clean Air Alliance (www.cleanairalliance.org)
Married with family, residing in Etobicoke
since 1994.
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