CFP®, CIM®
Wealth Advisor
Eric understands the importance of teamwork and coaching. He brings this mindset to his work with AGES Wealth Management clients. He holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and uses his knowledge of behavioural finance to help bring clients’ goals to life.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.