Why Wheelhouse?

The Oxford dictionary defines “wheelhouse” as:
noun
1. a small cabin with walls and a roof on a ship where the person controlling the direction in which the ship moves stands at the wheel.

2. (North American English) a person's area of expert knowledge or experience.

Financial advisors come from many backgrounds, and there is no one-size-fits-all when it comes to the type of advisor best-equipped to help you plan for and achieve your long-term financial goals. 

As a portfolio manager, I am licensed to provide clients with a broad suite of investment management services (including  options and derivatives). I also provide financial planning advice and am licensed to sell insurance for Life, Accident & Sickness. Each client gets a portfolio tailored to his or her needs, with a simple fee structure based on the size of the account.  

I earned an MBA degree from the Schulich School of Business, and became a CFA charter-holder in 2002. I have more than 15 years’ institutional capital markets experience as an investment analyst on Bay Street, where I undertook fundamental research across multiple industries and sectors including:

· Information Technology (software and hardware), · Engineering & Consulting services, · Manufacturing, · Real Estate, · Restaurants, · Retail.

Teaching is a key part of what I do. If I can be of assistance, please contact me here.

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