User:Dcpaley

From Planipedia

I am a CGA who has worked in the financial services industry for more than 15 years. I began my career as a teller at a Major Canadian Trust company before moving into the Trust operations and then Trust services area.

For the last 11 years I have been with a major brokerage firm and have occupied a number of positions including the senior finance manager role and most recently, I have been with a team of professionals assisting investment advisors with complex financial planning issues.