Rick

My blogs

About me

Gender MALE
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.