When I became a financial advisor, I chose Edward Jones because our values aligned. First and foremost, it's our clients' interests that come first. As a privately held partnership, our loyalty is to our clients' success rather than shareholders and quarterly earnings. With zero proprietary products, we create custom portfolios from all possible investments rather than a lucrative "product of the month." We measure success by the quality of the relationships we build with clients.

The financial world has always interested me. With 19 years in Finance and Banking, I led the Foreign Exchange (FX) business for a large international bank, developed and managed Retail Structured Products as well as a multi-billion dollar Term Investments business. To my dismay, many products were not used to their best advantage because investors didn't always get adequate advice on making the most of them--too often, the client's best interests were not the first priority.

Today, I deal directly with my clients and am able to deliver the kind of advice that's important for them. With a solid understanding of how various investments fit into a portfolio, coupled with understanding the client's risk tolerance, clients receive customized financial solutions tailor-made to help move more successfully toward their goals. My background in banking and entrepreneurship equips me to work well with small businesses and investors with distinctively complex needs for tax-efficient strategies and intergenerational wealth transfer.

I'm a native son of Toronto, spending precious free time with my wonderful wife and three awesome children. Outside of work, you can find me cheering on my kids in their basketball/soccer games and attending a community church.

Thanks for checking out my bio! Feel free to reach out to me.

Cal

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