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I work with professionals and business owners who are focused on maximizing their resources, protecting their assets, transferring their wealth in a tax-efficient manner or leaving a legacy through philanthropic giving. Your individual complexities are my opportunity to deliver a wealth plan tailored to your core values and long term goals.

A native of St. John’s, armed with a degree from Memorial University, I began my career in investment finance in Toronto, in 2008, starting in the back office of a boutique private client firm and working my way up to a management role before transitioning to institutional asset management. Armed with 15 years of experience exclusively in the high net worth and institutional investment management and a Chartered Financial Analyst (CFA) designation earned in 2012, I joined CIBC Private Wealth in September of 2020 to build a practice on a strong foundation of experience, technical competency and a commitment to professional development.

Since returning to Newfoundland with my wife Rebecca, and our son Nathan, I get to enjoy coaching baseball, cooking indoors and out, and working with my hands – building, fixing and occasionally breaking things.