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