Rod earned his Honours Bachelor of Science and MBA degrees from Queens University. Rod also holds the Certified Management Accountant (CMA), CERTIFIED FINANCIAL PLANNER^® (CFP) and Certified Executive Advisor designations.

Rod is our resident tax expert and helps business owners and professionals work through comprehensive yearly tax plans. With over 30 years in the financial services industry, Rod’s experience leads clients through a wide scope of foundational knowledge throughout the planning process. Balanced judgement and patience are just two of the strengths he brings to strong client relationships in our Milton, Ontario office.