I am an Investment Advisor with over a decade of experience in private wealth management, providing disciplined, driven advice to high-net-worth individuals, families, entrepreneurs, executives, and foundations. I operate under a strict client-first standard, delivering objective guidance designed to preserve capital, manage risk, and support long-term financial outcomes.

My career in finance is built on a strong and diverse foundation across personal banking, business banking, lending, and private wealth management. This breadth of experience provides a comprehensive perspective on both personal and institutional-style financial challenges, enabling me to deliver integrated financial planning supported by tailored investment strategies.

I provide clear, disciplined investment leadership in complex markets, with deep expertise in fixed income, equity strategy, portfolio construction, and policy-driven asset allocation. I work within clearly defined investment mandates, ensuring alignment with investment policy statements, transparency in execution, and long-term consistency.

As a well-rounded advisor, I believe effective wealth management extends beyond investment performance. Philanthropy is an important part of my practice, and I regularly help clients integrate charitable giving into broader financial and legacy planning. My background as a competitive basketball player has shaped a disciplined, team-oriented approach to decision-making and long-term strategy.

Outside of my professional practice, I value time spent with my wife, child, and dog, and remain actively involved in volunteering within the Calgary community.