Jeremy began his career in the financial services industry in 1998. He holds multiple industry accreditations including Certified Investment Manager (CIM), Portfolio Manager (PM), Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM) designation. He has also achieved the highest honor bestowed by the Canadian Securities Institute – Fellow of the Canadian Securities Institute (FSCI).
 

Working as a Portfolio Manager, Investment Advisor has allowed him the opportunity to work very closely with families and business owners dealing with complex financial issues ranging from Investment Management to Wills and Estate Planning. As portfolio manager Jeremy can leverage his comprehensive financial approach in the creation of Investment portfolios that are discretionary, but customized for each client's financial plan.
 

On the Personal Side:
 

Jeremy lives in the Kawartha Lakes with his wife Christina and 4 children and it’s hard not to be active in such a beautiful community. In the summer months they spend most of their time sailing at the Sturgeon Lake Sailing Club, windsurfing, and swimming. During the winter months they can often be found skiing as a family or at the local hockey arena.

Ashley began her career with a top 5 Canadian bank in 2010. Most recently, she worked in the Private Banking sector before joining the team in 2013. Ashley has a background in Business Administration and continues with her professional development within the investment industry.

Client Service:

Ashley oversees the important details and documentation for clients and is the first call for day-to-day administration. Please feel free to call Ashley or contact her by email with any changes to your account information or other administrative and banking needs.