“Good guidance starts by seeing the decision through the client’s eyes. I approach every decision as if the outcome matters personally – because it does.”
From an early age, I saw what it meant to take responsibility for outcomes, set your own standards, and build something with intention and discipline. I grew up in South Africa, surrounded by entrepreneurship. My father worked for himself and started several businesses, my mother was a self-published author, and my godfather founded an asset management firm. Observing their worlds shaped how I approach work, decision-making, and stewardship.
My original training in television journalism taught me the value of listening closely during meaningful conversations about people’s ambitions and perspectives. This skill is crucial for truly understanding what matters to clients and what they hope to achieve - especially as motivations and circumstances change over time due to family dynamics and personal bias.
Alongside this, an interest in global markets, business and finance led me to a role in public relations consulting, where I worked closely with banks and financial institutions on topics ranging from the market, economy and the decisions people make when money meets emotion.
Upon moving to Canada, wealth management revealed itself as the intersection of my interests. A blend of finance, business, and human psychology – centred on people, their stories and guiding them through life’s key decisions. I originally joined Fidelity Investments before transitioning to National Bank Financial, where I work closely with clients to understand their needs and help them make thoughtful, informed decisions.
Today, with Trivela Family Wealth I guide clients through a range of financial and life transitions. Some of which include, selling a business, planning a smooth transfer of wealth between generations, or planning for retirement. Working alongside my clients, I develop tailored financial strategies that clearly outline the impact of each choice on tax, estate planning, cash flow and lifestyle. So, they gain clarity on their options and a deeper understanding of what each path truly means for their future.
Beyond the office, I cherish time spent with my wife and young son, who bring a steady sense of balance to everything I do. My travels keep me connected with family around the world, with South Africa holding a special place in my heart. I enjoy being outdoors, staying active in endurance sports on both land and the water. More recently, I’ve set my sights on returning to sailing – a pursuit inspired by my experience in the yachting world.