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Education
- Honours BA, University of Waterloo (1984), History and Economics
- LLB, Univeristy of Toronto (1988)
- Called to the bar in 1989.
- TEP, 1996.
Work Experience
- Lecuturer, Wilfrid Laurier University (1989 - Present)
- Vice President and Team Lead, CI Financial, Tax and Estate Planning (2015 - 2023)
- Vice President and Head of Trust - TD Bank Financial Group (1996 - 2015)
- Private Practice of Law, (1989 - 1996)
Publishing
- Numerous articles in periodicals such as Executive Magazine and Advisor.ca
Other
- Chair of the Board, United Way, Perth/Huron (2022 - Present)
- Member, Law Society of Ontario (1989 - Present)
- Proud husband, father and grandfather
I am recognized by the Society of Estate and Trust practitioners as an expert and carry the TEP designation.
I write on an ongoing basis for Advisor.ca and have been quoted in newspapers across the country.
Contact Info:
T: 0000
F: 416.681.8849
Office location: LH 4048A
Office hours: Monday through Friday, 8 a.m. to 4 p.m.