I have enjoyed working in the financial services industry since 1986. I began my career in venture capital where I spent several years developing a keen sense of what constitutes a solid business operation — a skill that has served my investors very well. In 1996, I moved to Wood Gundy as an Investment Advisor to satisfy my desire to begin working with people on a more personal level. Three years later, in 1999, I was invited to join a predecessor firm to Macquarie Private Wealth and have been with the firm ever since, providing full-service financial planning advice to my valued clientele of families, individuals, entrepreneurs, retirees, and charitable organizations.
I obtained my MBA at the University of Manitoba.
I enjoy giving back to our community and volunteer as a Mentor with the Rotary Stay in School Program, which pays for tuition and books and provides guidance for working class kids in Grades 6 through 12.