Professional Associations
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- Institute of Advanced Financial Planning
- Canadian Institute of Financial Planners
- Financial Planning Association (U.S.)
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Education
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Bachelor of Arts (Economics)
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1968
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University of Windsor
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Bachelor of Commerce
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1972
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University of Windsor
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Master of Business Administration
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1974
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University of Detroit
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Chartered Financial Planner
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1984
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Cdn. Institute of Financial Planning
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Certified Financial Planner
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1996
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Financial Planning Standards Council
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Registered Financial Planner
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1997
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Cdn. Assoc. of Financial Planners
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Financial Management Advisor
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2001
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Cdn. Securities Institute
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Fellow of the Canadian Securities Institute
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2002
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Cdn. Securities Institute
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Experience
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I have been involved in the field of financial planning and management
for over 30 years -- including 12 years in corporate finance with
major companies in both Canada and the United States. I established
my own money management business (McDermott Money Management Corporation)
in 1987 and then merged it in 1998 into what eventually became
Assante Wealth Management.
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Current/Past Community Service
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- Board of Directors - Sarnia Lambton Chamber of Commerce
- Board of Directors - Sarnia Lambton Economic Partnership
- Board of Directors - Sarnia Community Foundation
- Investment Committee - Sarnia Humane Society
- Leaders of the Way - United Way of Sarnia Lambton
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Other Qualifications
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Over the years, I hosted my own cable TV show and radio show
called "Money Talk" and wrote a daily newspaper column
entitled "Answers & Advice About Your Money". I
have also presented many financial planning seminars, classes
and courses to clients and the general public as well as spoken
to various groups and associations. I have had over 300 articles
on various personal and business financial topics published in
local newspapers and magazines.
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