My Bio

I’m grateful for the unique and diversified professional opportunities I’ve been afforded including managing affluent client wealth as well as building wealth management businesses in Canada and the United States.  I’ve also consulted to family office businesses, designed asset management platforms, taught wealth management seminars at university business schools, and acted as an expert advisor to legal counsels for breach of investment fiduciary claims. These opportunities have enabled me to develop into a mentor in the stewardship of family wealth for affluent families, their professional advisors & their family office businesses.

I’m an alumnus of the Odette School of Business at the University of Windsor where I earned my Bachelor of Commerce and Master of Business Administration degrees. Prior to attending the University of Windsor, I completed a Bachelor of Science degree at the University of Western Ontario.

I hold the designation Chartered Financial Analyst through the CFA Institute, and a Certificate in Coaching & Mentoring through the Schulich School of Business. I’m a past member of the Advisory Board of the Odette School of Business at the University of Windsor and a past Director of the Board of the Portfolio Management Association of Canada.

My interests are Biblical theology and self-defense, including training as a dog handler for my two German Shepherds.