Your Team

What can I expect in working together?
I focus on unlocking greater choice, meaning and confidence for families throughout their lives. Together with Gab, we lead a powerful Family Office for clients with complete accountability for all things financial. We have worked together in partnership for well over a decade and have 25+ years ahead of us.
 
What are your qualifications?
I am both a Chartered Investment Manager (CIM) and Portfolio Manager (PM) who has served highly successful families since 2008. I graduated with a Finance degree from Western University and continue the strong family legacy going back to 1994 – being a Family Advisor is who I am. Clients tell me they value my grit, curiosity and professionalism.
 
Tell us about yourself.
In my free time, I channel my energy by playing in hockey and tennis. I live in Bloor West Village with my wife and two daughters.   

What gets you out of bed in the morning?
My daughters, wife and our sunrise alarm clock! Truthfully I fly out of bed in the morning to make our clients lives more successful.  The responsibility and accountability that comes from being part of that outcome is both humbling and gratifying.
 
Aren’t all Investment People the same?
Not a chance! Ian and I are not employees – we are business owners.  Our work is incredibly human. We further the best interests of the families we work with - It’s us against the world! We are so fortunate to work with such great people:  Relationships spanning decades and generations. Service, accountability, longevity - that is what we bring as trusted advisors.
 
Tell us about yourself.
I hail from McGill University with a degree in Mathematics. I’m a Portfolio Manager and Wealth Advisor who obtained my Chartered Financial Analysts (CFA) designation 12 years ago. Love my family, friends and community here in Toronto and around the world. I am an avid traveller who enjoys sharing stories of awesome things to see and do. I walk to work – the best way to start & end each day.

I graduated from Toronto Metropolitan University (formerly Ryerson University) with a degree in Arts & Contemporary Studies. I began my career in the finance industry over nine years ago and have been with Peebles Martin Wealth Management since 2017. After joining the team, I quickly passed both the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).
 
Families that I work with have shared that they appreciate my efficiency, promptness and good nature. I am a clear and proactive communicator and champion all operational and behind-the-scenes activities for the team, along with my colleagues Meeral & Naina.
 
In my spare time, I am a vivacious reader with a broad collection of books. I also love to travel and have been to over 15 different countries. When I am not at work I enjoy baking, crafts, hiking, and spending time with my family and friends.
 
I live in Penetanguishene, Ontario with my husband, our daughter, and our dog.

I'm a recent graduate from the Schulich School of Business at York University with an iBBA degree focused in Finance. Soon after graduating I joined BMO Nesbitt Burns in an operational role, quickly seizing the opportunity to join Peebles Martin Wealth Management almost a year after joining. I'm currently in the process of obtaining my licensing and am excited to start and grow my career here.

I currently live in Richmond Hill with my family and my cat, Layla, that I adopted as a kitten shortly after finishing university. I also consider myself to be an adventurous traveller, having been to 50+ cities spanning over 20 countries and counting. When I'm not working, you might find me hanging out with friends at cafés & restaurants, at a concert, or at home spending time with my cat.

I graduated from University of Delhi with a Bachelors Degree in Commerce, and completed my Post-graduation in Strategic Accounting, studied Finance as a part of my curriculum where I became passionate about it.

Before joining Peebles Martin Wealth Management, I was an Investment Specialist with BMO Investment Centre where I gained significant experience in personal finance and investments. Since then I have completed Canadian Securities Course and Conduct and Practices Handbook Course.

Beyond my Professional life, I cherish traveling, cooking, spending quality time with friends & family, and hosting memorable events.