Brian brings over 25 years of investment experience, most recently including Portfolio Manager of Global equities, North American equities, and Head of Research in support of private client portfolios and mutual funds. Brian began his investment career in 1994 with a boutique research firm; and transitioned in 1997 to portfolio management with a bank-owned private wealth firm supporting over $11 billion in assets.

Brian is a graduate of Queen’s University (Applied Science) and the Schulich School of Business and holds Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. Outside of work, Brian enjoys spending time with his kids, is an avid skier and home renovator.