As a CIBC Private Investment Counsellor and Portfolio Manager, I can help you achieve your wealth goals by providing 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.

The core of my investment philosophy is to strive for the right balance between safeguarding wealth while prudently increasing it.

• With CIBC since 2005
• Chartered Financial Analyst (CFA)
• Financial Planner (CFP®)