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I have 18 years of investment and credit portfolio management experience with corporate, business and high net worth clients.

Iím a CFA Charterholder with an integrated approach incorporating wealth strategies, investment, credit and risk management to meet your personal, family and business investment needs.

I look for opportunities to structure, preserve and optimize your wealth. I also provide legacy and next-generation advisory where needed.

I have an extensive financial and quantitative analytics background, as well as a profound interest in economics.

  • With CIBC since 2003
  • Chartered Financial Analyst (CFA)

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