Raymond
CPA, CA, CFA
Raymond has over 12 years of diversified financial service experience in Canada, including accounting, finance and transaction advisory with one of the big 4 firms and 5 years as an investment bank with one of the leading investment dealer firm, advising on financing and M&A transactions. All of his relevant experience brings together a comprehensive package for various investment management and wealth planning needs of wealthy individuals and families. Ray holds an MBA from McMaster University. He also holds multiple designations including CA, CPA and CFA.