Investment Advisor

  • With Richardson Greenshields from 1983 to 1988, first in Stratford, ON, and then in Montreal QC
  • Following 1988 I worked at investment firms Walwyn Stodgell and Nesbitt Thompson.
  • In 1991 I took an opportunity to move to the West Coast to open a branch office in Campbell River BC with wealth management company, CM Oliver.
  • The firm was bought out by Canaccord Capital in 1999 and my office continued under that name.
  • At the end of 2012 we joined Mackie Research where I remain Branch Manager, Investment and Insurance Advisor

Education:

  • Originally from Stratford Ontario, I am a graduate of Guelph University where I majored in Agricultural Science.
  • I studied towards a financial career with extended courses in economics and accounting.

Military Service

  • Served in the Canadian Artillery during and after University.
  • Served the Black Watch Reserve Regiment in Montreal to play bagpipes

Qualifications:

  • Registered to sell financial products in BC, Alberta, and Ontario. Stocks, bonds, money market, mutual funds, ETF’s and stock options are just some of the investment vehicles that can be employed to create a solid portfolio.
  • Life, Accident and Sicness Insurance Licenced (LLQP)
  • Certified Professional Consultant on Aging (CPCA)

Personally

  • Married to Denise Asselin,
  • Sit on boards of a number of charitable and private companies.

When not working:

  • teach bagpipes,
  • Play in the Campbell River Legion Pipe band
  • Serve in the Campbell River Rotary Club, President (2008-09)
  • Chair the Campbellton Neighbourhood Association,
    a nonprofit lobby group dedicated to the improvement of the community.
  • Chair of the Campbell River Highland Gathering