1989        Bachelor of Science   ,   Specialist in Physics   ,   University of Toronto


2005         Attained "Canadian Investment Manager" designation (CIM)

2008        Completed the "Chief Compliance Officer" course
2005        Appointed "Vice-President" for Compliance, TD Waterhouse Canada Inc - canceled in 2006
2005        Completed the "Portfolio Management Techniques" course (PMT)
2004         Appointed "Alternate Designated Person" for Compliance, TD Waterhouse Canada Inc - canceled in 2006
2004        Appointed "Alternate Registered Option Principal", TD Waterhouse Canada Inc - canceled in 2006
1999        Appointed "Vice-President" for Compliance, TD Securities Inc
1996        Appointed "Assistant Vice-President" for Compliance, Nesbitt Burns Inc
1996        Licensed as "Alternate Registered Option Principal", Nesbitt Burns Inc
1996        Completed the "Designated and Registered Option Principal" course (DROP)
1995        Licensed as "Registered Representative Non-Retail"
1995        Completed the "Canadian Options Course" (COC)
1995        Completed the "Partners, Directors, Officers" course (PDO)
1995        Completed the "Conduct and Practices Handbook" course (CPH)
1994        Appointed "Commissioner of Oaths" - not renewed in 1997
1993        Completed the "Canadian Investment Management" course, Part I (CIM)
1988        Completed the "Canadian Securities Course"  (CSC)


2008        IIROC, Fee Based Working Group
2005        IDA, CLS, Education Subcommittee - Member
2004        IDA, CLS, Retail Fixed Income Subcommittee - Member
2004        IDA, CLS, Education Subcommittee - Former Chairperson
2003        IDA, CLS, Executive Committee - Member
2003        IDA, CLS, Education Subcommittee - Chairperson
2002        IDA, CLS, Education Subcommittee - Member
2001        IDA, CLS, Education Subcommittee - Member
Education - RsashaL