About

Since 1986, I have had the privilege of helping individuals build their financial futures. Whether I am working with young professionals, seasoned business owners or Canadians in retirement my goal remains the same: to manage my clients’ personal and corporate assets in a way that controls risk and enhances returns.

My formal education includes a Bachelor of Engineering degree from Concordia University, a Master of Business Administration degree from John Molson School of Business and the Chartered Financial Analyst designation from CFA Institute.

I am also an instructor in the MBA/CFA program at John Molson School of Business.