As a Financial Advisor, Tim brings to his clients more than 40 years of experience in the financial services and investment industry. He is recognized as an expert in the areas of investments, insurance and tax planning.
A very strong background in finance and business means that Tim’s clients have the power of experience on their side. This experience incudes his tenure at major financial institutions as a Loans and Mortgage Manager and Branch Manager.
Tim values the power of education and training and makes a strong commitment to upgrade his knowledge. After graduating from Ryerson Polytech Tim continued his professional education and has achieved the designation of Associate of the Institute of Canadian Bankers (AICB) as well as receiving the Certified Divorce Financial Analyst (CDFA) designation. The Institute of Canadian Bankers also awarded Tim a Letter of Accomplishment with Honours and with a Certificate of Achievement in Financial Counselling. Over the years, Tim has also completed courses for Mutual Funds, Life and Accident Insurance and Mortgage Agent licencing. Tim is currently enrolled in the Chartered Life Underwriter (CLU) program with Advocis.
As an independent Financial Advisor, Tim believes that clients are entitled to objective financial advice without one specific company or product being promoted.
