Ryan holds a Diploma in Financial Services, along with a certificate in Small Business & Entrepreneurship. Committed to staying at the forefront of industry knowledge, Ryan is licensed to offer mutual funds in Ontario and has also completed the Investment Funds in Canada & Exchange-Traded Funds courses offered through IFSE/CSI. He is currently in the midst of completing his Personal Financial Planner (PFP) and Designated Financial Services Advisor (DFSA) designations. With a deep understanding of the ever-changing financial landscape, Ryan offers guidance and personalized solutions to navigate the complexities of wealth management.

With over 2 years in the industry, Ryan has developed a reputation for providing exceptional service and delivering results. He has worked with a variety of clients and understands that each client has unique financial goals and challenges. Throughout his career he has honed his skills in investment analysis, retirement planning, tax optimization, and risk management. His analytical approach to situations allows him to develop tailored strategies that align with his clients’ objectives. He also leads the Wealth Department with product modernization, enforcing systematic protocols to ensure our clients have the best offerings available.

Ryan believes in building long-term relationships with clients based on trust, transparency, and open communication. With a client-centric approach, Ryan is able to provide unbiased and objective advice, always acting in the clients’ best interest. He emphasizes the importance of educating clients, empowering them to make informed financial decisions.