Teddy has over a decade of industry experience, developing his expertise in wealth management and institutional equities at leading financial services firms including Stifel Financial Corp., Cormark Securities Inc. and Gluskin Sheff + Associates Inc.
Most recently, he was responsible for advising US-based pension fund, mutual fund and hedge fund managers on Canadian stock selection and asset mix decisions, providing him with in-depth knowledge of the capital markets and investment management process.
In addition to graduating from Dalhousie University with a B.Comm. with a major in Finance, Teddy has successfully completed the CSC and FINRA Series 7, and also holds the Chartered Investment Manager (CIM) designation.
When not working with clients, Teddy enjoys a healthy dose of athletic competition. He is a former competitive alpine skier, sailor and an elite Ironman triathlete, having competed at the Ironman World Championship in Kona, Hawaii.