Since 1986, I have had the privilege of helping individuals build
their financial futures. Whether I am working with young
professionals, seasoned business owners or Canadians in retirement my
goal remains the same: to provide my clients with complete and
comprehensive financial advice and to manage their assets in a way
that controls risk and enhances returns.
My formal education includes a Bachelor of Engineering degree from Concordia University, a Master of Business Administration degree from John Molson School of Business and the Chartered Financial Analyst designation from CFA Institute. I was also an instructor in the MBA/CFA program at the John Molson School of Business.
My favorite activity outside of work remains writing. I've been
fortunate enough to see two novels published, as well as having
essays featured in various publications, including the Montreal Gazette.