About Me

I am a Senior Wealth Advisor and Portfolio Manager with over 20 years of experience helping clients achieve their financial goals. My approach begins with a comprehensive wealth plan and extends to delivering pension-style investment portfolios, giving individual investors access to the same institutional-quality solutions as large organizations.

I hold the Chartered Investment Manager (CIM®) designation and have attained Personal Financial Planner (PFP®) credentials, underscoring my commitment to professional excellence. I also earned my Honors Economics degree from the University of Western Ontario, which provided a strong analytical foundation for understanding economic trends and market dynamics.

Currently, I am pursuing my Executive MBA at Ivey Business School (Class of 2026) to further strengthen my business acumen and credibility when working with business owner clients. This reflects my passion for continuous improvement and delivering exceptional client experiences through innovative, tailored wealth solutions.

Our competitive advantage lies in delivering exceptional performance and client service, supported by a commitment to continuous improvement through active listening and frequent, meaningful client contact. We collaborate closely with your accountants and lawyers, as well as our in-house experts, to deliver unmatched advice for you and generations to come.

Outside of work, I enjoy golf, wine, discovering hidden dining gems, traveling, and spending quality time with my three children.