Rick
My blogs
| 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. |