Austin supports clients with day-to-day inquiries and account transactions while serving as a resource for investment-related questions and financial planning. He works closely with Treena to prepare and analyze financial plans, coordinate meeting preparation, and help ensure clients receive a seamless experience. Austin has been with the firm for over a year and holds both the Canadian Securities Course (CSC) and Life License Qualification Program (LLQP) designations. 

Outside of work, he enjoys staying active through hockey, slo-pitch, and golf, and loves spending time outdoors and traveling.