Tim has a combination of experience and designations that is matched by few advisors in Canada.
He is a Discretionary Portfolio Manager, a Certified Financial Planner (CFP), a Canadian Investment Manager (CIM), and he also holds the Certified Hedge Fund Specialist (CHFS) designation.
Through Raymond James (USA) Ltd. (RJLU), Tim is also licensed in the U.S. and able to offer Cross Border solutions for clients in Canada and the U.S.
Prior to his over 20 years as an advisor, he was a successful retail executive.
He is also fully Insurance licensed and able to help his valued clients determine if Term, Disability, and/or Critical Illness insurance (for protection), and Whole and Universal Life insurance (for wealth creation) fit into their plans.
Tim might spend a little bit too much time following the Florida Gators, but he’ll spend even more energy helping you and your family achieve what is important financially to you.
The Retirement Sherpa is heard on Sirius XM weekly across North America discussing the SHERPA Financial Planning process.
If you don’t have a plan or would like to review yours, Tim and his fantastic team would be VERY happy to be of value.