I have a Bachelor of Science (Honours) degree, Specialist in Psychology from the University of Toronto. My curiosity about why people do what they do helped me to discover the principles that drive our Portfolio Management process. I’ve been working in the Financial Industry for over 20 years now. I’ve been involved over the years in the community as an Executive member of Fairfield Gonzales Community Association, as a member of the The Chamber of Commerce, Gyro International and I am a Past President of the U of T Alumni Association. Currently I am involved as a member of the Royal Canadian Legion, the Adoptive Families Association of BC., and VIATeC. I’m Chair of the Adoption and Permanency Fund of BC. I’m also married to a woman who’s smarter than I am (everyone says so anyway) and the father of two great kids.
I have a Bachelor of Mechanical Engineering degree from the University of Victoria. I have always been fascinated with the markets and the idea of passive wealth creation – the ability to create a comfortable, secure lifestyle through the thoughtful investment of my savings. I’ve been working in the Financial Industry since 1999. I am very happy to hold a position as a discretionary portfolio manager with PI Fiancial Corp. – it has allowed us the freedom to act promptly when the need arises, and to break the mold of passive index investing. My biggest claim to fame, is being the father of two fantastic boys, Ethan and Wil.
Jeff and Dave in a very serious meeting!
We craft exceptional portfolios for exceptional people. Your life and therefore our World will be better because of it. Ask us how and why we do it. We can’t wait to tell you more!
“Everything should be made as simple as possible, but no simpler.”