Proud Agent Of Change for Playing It Forward For Wishes campaign benefiting Make-A-Wish® Eastern Ontario Adopt-A-Wish® program
This user account status is Approved

This user has not added any information to their profile yet.

Company Info
IP Strategies of Raymond James
Associate Portfolio Manager

My responsibilities are to develop and implement investment strategies for client portfolios with various risk return profiles. We apply a balanced, disciplined and prudent approach to investing our clients wealth. Our focus is on companies with long term track records of paying and growing their dividends. Our institutional experience and approach to investment and risk management (backed by experience) sets us apart from the traditional investment advisor.

• Registered with the IIROC as an Investment Advisor and Portfolio Manager for managing private client accounts on a discretionary basis for Canadian Clients
• Registered with the FINRA as an Investment Advisor and Portfolio Manager for managing private client accounts on a discretionary basis for US Clients
• Responsible for development and back testing of investment strategies for Canadian and US Equities using Morningstar CPMS
• Responsible for establishing and managing ETF Fixed Income strategy
• Developed sensitivity analysis for all portfolios
• Implemented investment modeling process to allow for scalability and efficiency of trading
• Utilized Advent APX for reporting and Moxy trading systems for modeling and bulk trading
• Responsible modeling and rebalancing of all accounts on Croesus financial system
• Developed various marketing presentations and internal reports
• Presented investment philosophy to many large and prominent clients and prospects
• Responsible for Due diligence on new product offerings
• Conducted weekly investment committee meetings discussing economic and market activities

Financial Services
How You Can Help Me
I have been involved with Make A Wish for many years and I have enjoyed it very much and it is a big part of my life because I'm blessed with a wonderful family and in turn serve my community.
Personal Info

My eldest son Michael received a magical wish from Make-A-Wish Eastern Ontario. Here is his story of the wish experience.

Make A Wish Foundation of Eastern Ontario gave my family hope and strength with the wish experience Michael was granted. My wife and I are forever grateful and so are Michael and his two brothers.

I currently sit on the Board of Directors for MAWEO and am part of the Finance Committee.

We truly believe that a wish is part of the healing process and a provider of hope!

Social Media