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Selected Accomplishments and Skills.

Client Reporting

Business Plan and Auditing.

Expand and Grow New Business Segment.

Work Experience

Research Analyst and Strategist 2007 – 2008

Blackmont Capital

Kitchener, Ontario.

Investment Advisor 1996 – 2007

Blackmont Capital, formerly Caldwell Capital

Kitchener, Ontario.


Bachelor of Arts 1986 – 2001

University of Waterloo, Waterloo, Ontario.

Canadian Securities Institute.

CSC, PFP, Options and continuing education. 1996 – 2008

Computer Training 1996 – Present

MS Office, Pivot tables in Excel, VBA Programming and Pivot Tables,

Windows, SharePoint Server, Internet, Dataphile, Reuters Workstation,


AIMR 2009 – Completion


Interests and Community Involvement

Rotary Club of Kitchener 1996 – 2003

Kitchener, Ontario.

On Air Commentator 1998 – 2002

CTV Kitchener, Ontario.



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