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1986 |
Graduated from
George Brown College of Applied Arts and
Technology, Toronto, ON.
after completing the following courses:
Instrumentation Engineering
Technology
Instrumentation Engineering
Technician
Instrumentation Mechanic
Computer Maintenance
Electronics - Digital
Equipment & Systems
Programmable Logic
Controllers |
|
1987 |
Begins taking investing courses
Successful Investing and Money
Management
Successful Real Estate Investing
Small Business Management
Interest is peaked in finance and
entrepreneurship.
Begins designing and writing his first
software program “Wealth Creator”
for financial planning and investment
analysis.
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|
1989 |
After meeting
billionaire Michael
Lee-Chin owner of AIC mutual funds at
the Toronto Financial Forum, he makes a career
change and quits his job to go and work
with Mr. Lee Chin's company. Becomes an
Investment Advisor /
Financial Planner after completing:
Canadian Investment Funds Course
Labour Sponsored Funds Course
Canadian Securities Course
Conduct and Practices Course
Participates in raising capital for numerous real estate
syndications ranging from apartment
buildings, shopping centers, single
family homes, condominiums.
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|
1991 |
While still working as a Financial
Planner, starts a software company
RAM
Technologies Inc. to commercialize
the “Wealth Creator” software program
and make it available to financial
planners in Canada and the US.
RAM Technologies goes on to create the following
software programs for the financial
services industry:
Portfolio Tracker - investment
management system
Fundview - web-based mutual fund
research database
Research Analyst - stock selection
database
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|
1992 |
Creates database software program for
researching Canadian mutual funds in
partnership with
BellCharts Inc. BellCharts goes on to become the
industry standard in Canada for mutual
fund research.
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|
1997 |
Founding Director of
the
Halton Peel
Enterprise Development Center
in Oakville. The Enterprise Center is
dedicated to encouraging entrepreneurial
values and supports programs to assist
in entrepreneurial ventures, in
partnership with other community
organizations.
The Enterprise Centre successfully
assisted over 775 new and existing
businesses. It is composed of a team of
professionals that understand how to
develop high performance teams and
businesses. The Centre achieved a 70%
success rate over a 10-year period,
where 70% of the graduates were still in
business 10 years following the
completion of the very successful new
business program.
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|
1999 |
BellCharts is
acquired by
Morningstar
Canada a subsidiary of Morningstar
Investment Research, the world’s largest
mutual fund research company.
Co-founds
USA.ca Corp. with 3 other
partners with the goal of bringing US
based companies/products to Canada to
service the financial services
industry.
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|
2000 |
USA.ca Corp. creates
Zacks Canada Inc.
and partners with
Zacks Investment
Research of Chicago, to distribute Financial Analyst Consensus Earnings
Estimates and US public company data
into the Canadian marketplace.
Merges RAM Technologies Inc. with USA.ca
Corp. Creates web based software
applications:
Webinfoport - web based investment
research portal
Fundline - web based mutual fund
asset allocation proposal builder
WebCalc - web based financial
calculators
Changes the company name to
Investors
Source.
Gives up career as a investment
advisor/financial planner to concentrate
on managing my software companies.
|
|
2003 |
Sells Investors Source to Financial
Victory Associates Inc.
Sells Zacks Canada back to Zacks
Investment Research USA
Goes
back to work for a large Canadian
securities brokerage firm and mutual
fund company.
|
|
2005
|
Co-founds
Northern Range Capital Corp. to provide
real estate property acquisition,
venture capital and business consulting
services.
Creates
Investment Property Evaluator
software to allow investors to quickly
analyze investment properties
|
|
2008 |
Launches
Northern Range Properties LLC
to acquire and manage US based investment
properties through joint venture
partnerships.
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2009 |
Co-founds
Blue Chip Fund Management
a Bahamas based mutual fund management
company.
Launches six mutual funds including the
world's first fund based on the
Value Averaging investment strategy.
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