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Educated with an MBA from the University of Ottawa, with a background in managing portfolios with the Royal Canadian Mint in Precious Metals, I bring a wealth of diversified experience.

Founding and owning multi-unit franchises has helped me hone my entrepreneurial spirit and learn first-hand the relentless dedication it takes to succeed.

Understanding and navigating the difficulties of being a business owner has helped me develop a deeper understanding of taxation, investing within Holdco's and insurance; which has propelled me further to assist entrepreneurs and business owners reaching their investment goals with Wood Gundy.

I also partner with individuals, families, professionals, executives and charitable foundations within the community.

Success in favorable market conditions doesn't always reflect a Investment Advisors true skill; expertise is truly tested during challenging times.

 

Therefore, my main focus is on minimizing losses rather than solely pursuing profits.

 

I leverage strategies from CIBC Wood Gundy Investment Consulting Service (ICS), which offers a unique platform with a discretionary, separately managed account program, a diverse range of institutional investment managers, asset classes, and investment styles.

 

I will work with you to understand your priorities and develop a customized asset allocation tailored to your individual circumstances, presenting you with a personalized proposal.