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Senior Wealth Advisor
Bringing nearly two decades of experience in the financial services sector, Craig draws from his rich life journey to approach each client interaction with a comprehensive, individualized perspective. His aim is to offer investment guidance and solutions meticulously tailored to match the distinct aspirations and requirements of his clients.
Craig firmly believes in harmonizing client values with financial strategies, employing a blend of financial planning discipline, prudent investment principles, and ongoing client engagement. His method capitalizes on his deep knowledge of legal, tax, accounting, and financial planning frameworks, alongside his specialization in life insurance-based investment products such as segregated funds and annuities. Craig’s commitment is to craft personalized plans and construct portfolio strategies geared towards advancing his clients’ evolving objectives.
In addition to his professional tenure, Craig earned a Bachelor of Business Administration in Accounting and Finance from Simon Fraser University. He holds prestigious designations including Chartered Investment Manager (CIM®), Fellow of Canadian Securities Institute (FCSI®), Certified Financial Planner (CFP®), and has successfully completed the Life License Qualification Program (Advocis).
Craig is deeply devoted to cherishing moments with loved ones, particularly his two remarkable children. He finds joy in practicing yoga, engaging in various sports and social endeavors, honing his singing skills, and fostering a vibrant atmosphere wherever he goes.
Doug has over 20 years of experience sharing his extensive knowledge with clients and providing sound financial advice. He provides individual planning to meet the needs of his unique clients implementing customized investment, retirement and estate conservation strategies. As part of his comprehensive wealth management expertise, Doug holds the Chartered Investment Manager (CIM®), Fellow of Canadian Securities Institute (FCSI®), and Certified Financial Planner (CFP®) designations.
Doug is committed to building and sustaining meaningful relationships with his clients. He understands that clients change with each stage of their lives and Doug helps to financially prepare them for each of these phases. His focus is on ensuring clients’ investment strategies and financial plans always meet their specific and evolving needs, and those of their loved ones. He strives to deepen the relationships with his clients through regular and ongoing contact, and he uses a variety of meeting platforms to match the flexible nature of his clients’ lifestyles.
Doug works diligently to be available to clients and to provide the most current market and financial information. This strong work ethic was developed at an early age through farmwork in Ontario where he grew up. Toiling amongst mushrooms and minks, and later as a labourer for a landscaping company, Doug realized that physical labour was not the lifestyle that he wished for. Instead, he began to pursue a career in the investment business, and in 1996 he took a job with a small mutual fund company in Toronto’s financial district. This was the beginning of a lifelong interest in financial education and service. The passion that was sparked at that time is what has led Doug to the successful career that he has today.
Outside the office, Doug can be found spending time with his family and engaging in his community. He is enthusiastic about outdoor pursuits and finds solace hiking, backpacking, paddling, skiing and mountain biking with his loved ones. When not on an outdoor adventure, Doug is an avid hockey player and a former coach. He thrives in the competitive spirit of sport – as an individual, as a coach and as a spectator for his family members. Doug also believes in supporting the community through the sharing of knowledge. He has spent the past 8 years facilitating financial literacy workshops to empower and educate community members on managing their own finances effectively.
Doug believes in empowering individuals through education, is committed to financial literacy, and truly values community.
Investment Associate
Michelle has more than a decade working in financial services. She especially enjoys working with clients to provide tailored service to meet their financial needs.
Michelle is a mother to two sons; Luke and Cole and married to her husband Cody. Together, they enjoy camping, hiking and spending time with family and friends.
