PROFESSIONAL BIOGRAPHY

Investment Industry Experience (Twenty Years)

• Advice, analysis and manager search services to organizations and individuals requiring professional portfolio management.
• Development of educational investment forums for Aboriginal Communities preparing to receive and manage compensation settlements.
• Detailed review and analysis of portfolio structures, investment performance and investment governance.
• Consulting to financial services firms providing private wealth management services regarding development and delivery of appropriate products and services.
• Design and development of investor relations programs for publicly traded companies.
• Author and publisher of The Insider's Guide to Selecting the Best Money Manager.
• Writer of quarterly portfolio attribution analysis for The Financial Post Mutual Fund Report.
• Frequent contributor to The Philanthropist and Canadian Investment Review.
• Regular guest on television programs, including CBC's Business World, Marketplace and Venture.
• Vice President and Portfolio Manager, small independent investment counsellor.
• Marketing Manager, Private Clients, bank owned investment counsellor.
• Portfolio Manager, trust company owned investment counsellor.
• Trust Officer, Business Development, large independent trust company.
• Retail Broker, U.S. owned brokerage firm.

Education and Professional Designation

Chartered Financial Analyst, awarded 1989.
Bachelor of Arts (Economics), University of Western Ontario, awarded 1978.

Professional and Community Involvement

Member, Investment Committee, Canadian Cystic Fibrosis Foundation.
Past Chairman, Portfolio Review Subcommittee, Girl Guides of Canada, National Council.
Member, Toronto Society of Financial Analysts.
Member, Association of Investment Management and Research.
Past Member, Toronto Stock Exchange, Investors and Issuers Advisory Committee.

• FIRM PROFILE