A Senior Vice President in our Oakville office, Warren is one of T.E. Wealth’s most tenured financial planning professionals. For more than 40 years, he has developed and implemented customized financial plans that are tailored to the individual needs of his clients through their careers and into retirement.
Warren is proactive in his approach to helping clients grow and protect their assets. He is registered with the Ontario Securities Commission as an Associate Investment Counsellor under iA Investment Counsel Inc.
Warren has shared his knowledge on wealth management topics in the media; for instance, he appeared in the “Financial Facelift” feature in the January 1, 2000 Report on Business magazine.
Starting his career in 1972 with a financial services company, Warren eventually started his own financial planning practice. He joined T.E. Wealth in 1991 as an integral member of the firm’s client service team, while also mentoring younger colleagues.
In addition to a BA from Bishop’s University, Warren holds the Chartered Financial Planner (CFP), Registered Financial Planner (RFP), and Certified Investment Manager (CIM®) designations.
Warren lives with his wife in Toronto, where they enjoy skiing and golfing.