I’ve spent my entire career in the financial services industry. Based in Winnipeg, I work on an in-depth basis with a capped number of high-net worth households.
A graduate of McGill University, I hold a Chartered Financial Analyst designation and have experience working in both investment management and corporate finance. Through my knowledge of commercial lending and operations, I integrate strategies used by successful businesses that are relevant to personal finance and investing.
Our approach emphasizes financial planning and tax efficiency, building and managing a portfolio of securities based on individual risk tolerance, time horizon, and objectives. Your financial life is a business, and I'm here to help you make sure it runs as smoothly as possible.
I blog regularly about saving, investing, and economics. In my spare time I enjoy playing music, particularly the ukulele and banjo.