Duncan has responsibility for client service and portfolio management service for our private client group. Duncan works with families, individuals and other not-for-profit groups, to help them meet their financial and investment goals.
With over 30 years of experience in the investment and financial services industry, Duncan has been a member of the VCIM team helping members for the last 15 years. Prior to VCIM he was a portfolio manager and equities analyst for a major chartered bank’s mutual fund and private client investment management subsidiary. He was also the senior equities analyst for a large corporate pension plan.
Duncan has a bachelor’s degree in commerce and a master’s degree in economics. He has also obtained the Chartered Financial Analyst (CFA) designation and holds the Canadian Investment Manager (CIM) designation.
It is very satisfying when I hear, Thank you for all your help with my investments.