Professional Biography
Always manage money as if it were your own.
How do you describe what you do?
I build trusted client relationships, tailoring investment strategies to personal goals and risk profiles. I manage portfolios, monitor performance, and provide proactive advice to help clients grow and protect their wealth over time.
What's next for you professionally?
I'm focused on deepening client relationships and contributing strategically to investment planning. Exploring broader responsibilities like mentoring, shaping frameworks, and driving innovation to deliver tailored, goal-driven advice with confidence.
What's the best piece of advice you've ever been given?
“Always manage money as if it were your own.” It keeps me grounded, ensures integrity, and guides every decision I make—always with the client’s long-term goals and trust at the centre.
How did you start off in your career?
I began my career in investment management with a strong interest in financial markets and a passion for helping people make informed decisions about their money.
When you're not at work, what's your favourite thing to do?
Outside of work, I’m passionate about hockey and football. It’s a great outlet for leadership, teamwork, and staying active. Family is equally important to me; spending quality time with them keeps me grounded.
What qualifications and memberships do you have?
- QFA
- MSc. Finance & Capital Markets