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As an Investment Counsellor and Portfolio Manager, my passion is helping clients with unique and complex needs to achieve their investment goals.

My approach to investment management is to ensure your portfolio is well diversified and has exposure to a broad range of asset classes, delivering solid investment returns while minimizing volatility.

I work with an exceptional team of highly qualified professionals with the experience to design effective strategies to help you achieve your investment goals.

  • With CIBC since 2004
  • Chartered Investment Manager (CIM®)
  • Certified Financial Planner (CFP®)
  • Chartered Financial Analyst (CFA)
  • Bachelor of Commerce from the University of Alberta

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