My investment career began in 1988 at Davidson Partners, which eventually became Midland Walwyn. In 1992, I left Midland to join Robert Caldwell Capital, an independent firm, as Vice President and Partner. In 2002, I joined a predecessor firm to Richardson GMP when they purchased Robert Caldwell Capital. Within our team, I handle the broad strategic decisions involving our asset allocation. My studies in Economics and Business at Sir Wilfrid Laurier University provided an ideal background for my role as an Investment Advisor and financial services leader.
Jack is responsible for research and all the marketing initiatives both traditional & web based. Jack will be assisting with investment management and portfolio monitoring.
Jack is a graduate of Conestoga College from their Business Administration - Financial Planning Advanced Diploma Program