Experience
H.M. Payson since 1996
Key Bank
Richardson Greenshields of Canada, Ltd.
Merrill Lynch of Canada
Memberships
Financial Planners Standards Council
Education
CFP Canada
Dalhousie University, Halifax, Nova Scotia, BComm (Bachelor of Commerce) 1983
Husson College M.B.A 2005
Giving back
Board member, Portland Provident Association
Friends of the Eastern Prom
Off the clock
Travel to India in 2012 and 2015, and more to come; cooking for friends and family, but only if Cooks Illustrated continues to create great recipes!
“After 20 years, I still think I should be paying my firm for the privilege of serving our clients.”