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I am

Quinton Ursulan, CIM®, QAFP

Quinton was raised in Kelowna and graduated from the University of British Columbia-Okanagan with an honours degree in business management with an emphasis on mathematics and finance.

He currently holds the Chartered Investement Manager (CIM®) designation. In addition, he is also an approved QAFP certification holder from the FP Canada (formerly the Financial Planning Standard's Counsel).

Quinton acts as a co-advisor to Craig's practice, as well as advising his own clients. He specializes in making sense of quantitative modeling, and the scientific application of mathematics to bring you smarter investment management strategies.

Quinton currently sits on the grant-approval committee for the City of Kelowna's social development projects, run through the Central Okanagan Foundation. When not in the office, he enjoys the great outdoors as much as possible.

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