Troy is responsible for providing sound expertise to our clients in the areas of investment management and financial planning.

Troy has over 15 years of industry experience spanning from personal banking to analyst to portfolio management, both with CIBC and other large Canadian and Global organizations. Prior to working with individual clients, Troy led CIBC Wood Gundy's Investment Strategy Group, which is responsible for research and analysis in such areas as macro strategy, individual equities, mutual funds and ETFs. Troy was also a member of the CIBC Investment Strategy Committee (ISC) and a member of the Sales Practices Committee of the Alternative Investment Management Association (AIMA).

Troy graduated from Wilfrid Laurier University with a Bachelors degree in Economics. He is most proud of earning his Chartered Financial Analyst (CFA) designation as well as becoming a Certified Financial Planner (CFP) professional. He also holds the FMA and CIM designations from the Canadian Securities Institute.

After spending the better part of a decade in Toronto, Troy and his family have returned to their roots in Niagara where he was born and raised. He now lives in Fonthill with the his wife Michelle, two beautiful young daughters and their beagle Maggie.