I work for a company that does not produce mutual funds or any other financial products. This means I am free to recommend what I believe is most appropriate for each client's needs. Moreover, as a licensed Portfolio Manager, I can source and invest in opportunities that are typically available to only the wealthiest Canadians. I build bottom-up, interactive financial plans for my clients, and then power these plans with carefully selected investments designed to meet their current and future financial needs. My clients benefit from my more than 15 years' institutional experience as a Bay Street investment analyst, and when it comes to assessing investment products (critical when looking at "alternative" investments), they can rely on my experience and education. I earned an MBA degree from the Schulich School of Business, and am a Chartered Financial Analyst.

On weekends you will find me performing ‘80s New Wave hits across southern Ontario. From David Bowie to Billy Idol and from The Cure to the Spoons, if you know even half of these bands, you know what's on my mixtape. Join us! https://www.smilenwave.ca/