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As an Investment Advisor with CIBC Wood Gundy, my priority is helping you achieve your most important goals. You set your wealth’s direction, and I design the path to help you get there. Backed by CIBC Private Wealth’s resources and a strong professional network, I have developed specialized expertise in serving medical professionals, incorporated professionals and business owners — addressing their unique and evolving needs.

My disciplined, forward-thinking approach to wealth management focuses on managing risk and adapting to today’s changing markets. The foundation of my process is a thorough understanding of your needs, goals and aspirations, which allows me to design and implement tailored investment strategies. Regular reviews ensure your wealth is professionally managed and provide peace of mind. I value the privilege of being your trusted advisor and am committed to building our relationship with honesty, transparency and genuine care.

With over a decade of experience in investment management and financial services, I guide clients through all life stages, with a focus on financial and retirement planning as well as tax and estate planning. I hold an Honours BA in Economics and an MBA in Finance from McMaster University, and I am pursuing the Chartered Investment Manager (CIM®) designation. I am committed to ongoing education to provide exceptional service and advice in today’s complex investment landscape.