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Ryan works with busy families, professionals & business owners to offer financial guidance by conducting a comprehensive assessment of your current situation then creating a long-term personalized strategy that addresses the needs & goals of your financial life.
Ryan brings over 15 years’ experience in the financial services industry and shares with his clients an expertise in financial planning, wealth management and investment management services. Prior to co-founding Escarpment Wealth Management, Ryan’s professional experience included roles as:
Ryan graduated from the University of Western Ontario in 2002 with a BA concentrated in business & psychology. Ryan is dedicated to continuing education and has attained the Chartered Investment Manager (CIM®) designation which is a leading industry standard that is recognized by the Canadian securities regulators. It ensures that those who earn it have the knowledge, skills and tools necessary to evaluate and manage the most complex aspects of your mutual fund portfolio.
Professional Designations & Education
Ryan resides in Burlington with his wife Seana and three boys aged 4, 8 & 18. Outside of the office you will find Ryan spending time with his young family and friends, enjoying a round of golf, playing ice hockey, coaching U5 & U9 boys soccer, travelling the globe or enjoying a nice glass of wine on a patio.