Ron has worked in the financial services industry for six years offering investment advice and holistic financial planning to help his clients achieve their financial goals.
He gained this experience through his previous position as an Equity Research Specialist working at another wealth management firm on one of the largest teams Canada. In his role, he conducted due diligence on various fixed income and equity fund managers as well as hand-picked individual securities for various investment mandates.
Ron obtained his Bachelor of Business Administration from Vancouver Island University in 2012. He went on to complete the Chartered Financial Analyst program and is a CFA® charterholder. Ron is also a Certified Financial Planner® practitioner and a registered Investment Advisor with Credential Securities Inc.
Outside of the office, Ron enjoys spending time with his wife and on the golf course. He was born and raised on Vancouver Island and never turns down the opportunity to surf the west coast.