Winston has been in the investment industry for more than 25 years, with a focus on asset management. For the last 17 years, he has been helping clients achieve their wealth ambitions. He was the lead Portfolio Manager for the wrap program of a major Canadian mutual fund company from 2003 to 2006. Winston holds the Chartered Financial Analyst (CFA) and the Chartered Investment Manager (CIM) designations.

Through his experience, Winston has gained a deep knowledge of financial markets and wealth management. He is enthusiastic about tax-efficient investment strategies to help clients minimize taxes and maximize wealth creation.

Outside of work, Winston is passionate about history and when he is not at the office, he enjoys spending time with his family, cooking and playing chess.