“Strive to get things right the first time, every time.”
Having immigrated here from Ukraine at a young age, I still sometimes find myself awed by the countless pathways to success that Canada offers. My story is the perfect example of that:
Over 10 years ago, I lucked into an internship with the product development team of a major Canadian mutual fund provider. I remember feeling like I’d snuck into Santa’s workshop, suddenly sitting amongst people tasked with scanning the landscape of real-life Canadians coast-to-coast, understanding their truest financial worries, and creating investment solutions to address them.
Though it would take me years to return to private wealth management, that experience of helping investors forge their path towards financial success stuck with me.
In the meantime, I completed my Business studies at Queen’s University and began working in corporate finance for a major oil and gas producers while attaining my Chartered Financial Analyst (CFA®) designation.
Eventually, however, the feeling I’d had years ago watching families flourish under sound financial advice called to me and I knew where I belonged.
Now, having returned to private wealth management in 2017, I’m fortunate to love a career where my job is to craft a unique path to financial success for each of the families I work with. I aim to balance proactive investment management with candid, real conversations about the true purpose of family wealth – giving families peace of mind that their wealth is in good hands.
Having found my calling, I look forward to helping my clients achieve their own dreams too.
Beyond the Office
Forever wondering “oh, how hard can it be?”, you can usually find me
tackling a rotating cast of new, niche hobbies in my down time
(sometimes, even successfully!). I am also always happy to talk a
willing listener’s ear off about the Children’s Cottage Society, an
incredible non-profit organization which I am fortunate to support as
board member and Investment Committee Chair.