As an Investment Counsellor and Portfolio Manager, my goal is to help you achieve your wealth goals with specialized, independent investment advice and effective portfolio management.

My approach to portfolio management helps ensure my clients’ portfolios are well diversified and have exposure to not only a broad range of asset classes and securities, but also to a variety of investment styles and money managers from around the world.

I work with an exceptional team of highly qualified professionals with the experience to design effective strategies to help you achieve your investment goals.

• In the financial services industry since 2008
• With CIBC since 2014
• Chartered Financial Analyst (CFA)
• Family Enterprise Advisor (FEA)