Devon Baily, CIM®, CFP®, FMA, FCSI
Devon has over 20 years of experience in the financial services industry. His previous roles include Financial Advisor, Branch Manager, Financial Consultant and Wealth Management Consultant. At the center of Devon’s wealth management approach is comprehensive financial planning. His diverse background gives him the experience to provide tailored solutions to help you achieve your short and long-term objectives
He is a graduate of the Bachelor of Commerce program at Queen’s University. In addition, he holds the Chartered Investment Manager (CIM®) designation, the Certified Financial Planner (CFP) designation, the Financial Management Advisor (FMA) designation, has a Certificate in Estate Planning & Trust Strategy and is a Fellow of the Canadian Securities Institute (FCSI).
Devon, and his wife, Sarah, have three young boys that keep them busy. Outside of the office, he enjoys staying active and playing hockey.