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Ottawa, ON

613 868 3950


Educational Background

CFA Institute: 2016 Level III Candidate, currently enrolled

  • The CFA designation is widely accepted as the key certification for investment professionals involved in research and portfolio management.

Canadian Securities Institute: AIS, 2015

  • The Advanced Investment Strategies course prepares Investment Advisors and Financial Planners for a successful career in Wealth Management. Specifically, the AIS will equip individuals with the knowledge needed to better serve the growing number of affluent clients.

Canadian Securities Institute: WME, 2014

  • The Wealth Management Essentials course provides a holistic look at wealth management and covers two key pillars: financial planning and investment management.

Carleton University: MBA (Finance), 2013

  • The MBA program offered by the Sprott School of Business at Carleton University is an AACSB accredited program consisting of a combination of course work and professional experience.  I completed my professional experience at the Ottawa Desjardins Financial Security office, and completed the courses shown here.

Canadian Securities Institute: CPH, 2013

  • The Conduct and Practices Handbook covers the rules, policies, and by-laws of the provincial securities commissions and self regulatory organizations, and the standards of conduct when dealing with client accounts and special transactions and products.

Canadian Securities Institute: CSC, 2012

  • The Canadian Securities Course is the core course required to become licensed to work within the Canadian securities industry.

Northeastern University: BSc. Mechanical Engineering, 2011

  • Located in Boston, MA, Northeastern's mechanical engineering program offers a comprehensive program with coursework and a hands-on capstone program.  The courses that I completed are shown here, and my capstone report is shown here.