Market Strategist - 18 years experience
My approach to investing is quite simple. I evaluate market conditions, assess
and analyze specific financial instruments ranging from equities to commodities
and fixed income and apply my newly gained knowledge to drive portfolio returns.
I am a believer that the combination of technical ...

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ALL CONTRIBUTIONS

E BTE: Short Term Alpha With Defined Risk And Return
Technical play on an energy stock with defined risk and return.
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E Short Term Alpha, With Defined Risk And Return
Stumbled upon a penny stock that fits my criteria of risk vs. reward
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Anatomy Of A Market Top And Its Implications To The Current Environment.
Taking a technical look at the current state of the S&P 500, with an objective opinion on the future direction.
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2015 Rate Hikes Are A Myth
The global economic landscape will not allow the Federal reserve to raise rate in 2015. Too many indicators are pointing to the contrary. If anything, the Federal reserve will have to ease
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Why Gold Is Headed To 1550 In 2015
Factors are pointing towards a bullish trend reversal in Gold and Miners.
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Comments

Latest Comments
BTE: Short Term Alpha With Defined Risk And Return
3 years ago

trade intiated

In this article: TSX, BTE
Why Gold Is Headed To 1550 In 2015
4 years ago

perhaps a wisdom tree product

In this article: GLD, HUI, GDXJ
1 to 2 of 2 comments

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Work Experience

Independent Investment Professional
Independent Investment Professional
June 2013 - Present (5 years 11 months)
Identify investment opportunities and drive portfolio revenue growth based on skilled analysis of financial market conditions.
Associate
BMO Nesbitt Burns
2001 - 2013 (12 years 6 months)
Conducted expert analysis of market and business intelligence to drive investment strategy for private client accounts in compliance with BMO guidelines. Continually reviewed current market trends and investment publications; established portfolio and equity positions based on clear technical and market intelligence indicators. Introduced risk management tools and strategies.

Education

Canadian Securities Institute
CPH
2008 / 2008
Conducts and Practices Handbook (CPH)
Canadian Securities Institute
CSC
2002 / 2002
Canadian Securities Course (CSC)
York University
B.B.A.
1998 / 2002
Business/Commerce, General

Publications