Carl has a wealth of experience to offer clients dating back to 1987, progressing from a mutual fund license, to an IIROC license, as well as the ability to offer insurance solutions via his life and accident and sickness license. In 1993 he earned the Chartered Financial Planner designation which later became known as the Certified Financial Planner designation. Throughout his career Carl has been a leader in seeking better solutions for his clients, which eventually led him to become a Private Market Specialist, complementing his insurance solutions and offering his clients institutional quality portfolios.
As a dealing representative with Pinnacle Wealth Brokers, Carl does what he has always done, except now he has more tools to help his clients. Carl listens carefully, then offers appropriate advice. He delivers added value with sound tax and estate planning ideas and insurance solutions that make sense. Aside from meeting clients, Carl meets with issuers regularly to keep up to date with their products. Continuing education is also important so that he can be on top of relevant issues that can help provide solutions for clients.
Carl enjoys time with his family, wife Carla, son Nicholas and his wife Karen, granddaughter Mia, and son Daniel. Carl can never get enough time to spend at the cottage with family and friends, just relaxing, or biking and golfing in summer or skiing in winter. Carl and his wife have enjoyed a variety of vacations both overseas, on the seas, and throughout North America. Carl was an avid hockey player, having played varsity at McMaster University. He also coached hockey and baseball, and taught power skating. He plays the saxophone, and has taught high school business, as well as Adult Education in Financial Planning