CIM®, FCSI®

Rod has worked throughout the financial services industry since 1987 for a very wide range of public, private, and non-profit organizations including Royal Bank, Investors Group, Croft Financial Group, Axcess Capital Advisors, Pinnacle Accounting, Public Business Accountants Society, and The Foundation for the Advancement of Entrepreneurship. His experience includes senior roles in compliance, governance, business development, retail practice management, marketing, advisor training, and portfolio management. Rod has helped shape the conversation around professional ethics in the industry as an author, educator, sought-after panelist and international speaker, media contributor, and finance news source for leading outlets for nearly 30 years. He is a recipient of the Canadian Advisor of the Year Award and a 2019 Financial Literacy Champion Award finalist.