Rick
My blogs
Gender | Male |
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Location | Oakville, Ontario, Canada |
Introduction | I have been a portfolio manager of institutional portfolios for 30 years. My current interests focus on separately managed accounts for individuals as well as portfolio selection for unit investment trusts. I am a Chartered Financial Analyst as well as a Certified Financial Planner. My greatest joy outside of my family is training young people to become better research analysts, portfolio managers and financial planners. |
Interests | Continuous learning, mentoring of young people in value investing, sailing and the sea, wonderful wines. |