“I feel a deep sense of purpose helping my clients achieve their lifelong goals.”
A happy accident nearly 30 years ago put me on a career path in wealth management and changed my life’s direction. Initially drawn to investment banking, a friend suggested that I speak with an “Investment Banker” they knew – who actually turned out to be an Investment Manager. In that conversation, I was instantly hooked on the idea of helping people manage their financial well being over time.
My interest in finance and desire to make a difference in the lives of others made this vocation a perfect fit, and opened a whole new world for me. I began my career as a Portfolio Manager and Research Director at an independent investment counselling firm, then went on to found a national investment advisory practice at Ernst & Young. In 2003, I joined a legacy firm the National Bank Financial Wealth Management acquired, where I introduced the proprietary Prosperity™ Investment Platform and led the firm into the Indigenous Services market.
Today, as a Senior Wealth Advisor & Portfolio Manager, I continue to advise high-net-worth client families. Having been a client-facing professional for many years, I bring this perspective to collaborating on strategic initiatives with advisors across Canada. I enjoy the diversity of my role, which balances client interactions with collegial relationships.
I earned my B.A. in Statistics from Western University and my MBA in Finance from McMaster University. I also hold the Chartered Financial Analyst® (CFA®) designation.
Beyond the Office
I live in Toronto with my family and enjoy travel, playing golf, and being a hockey dad.