Tim is responsible for the strategy and direction of the business including working with our financial institution clients to develop and deliver new and innovative investment strategies to meet evolving client needs. Tim also works directly with top-tier investment advisory teams to understand how best the competitive strengths of the CC&L Financial Group can add value for their clients and practices.

Prior to joining CC&L Financial Group in 2007, Tim led the development and growth of multiple investment programs at HSBC Securities (Canada) Inc. and held responsibility for national business development at National Bank Financial.

Tim holds a BA in Economics from Dalhousie University in Halifax and is a CFA charterholder.