You've worked hard to create your wealth, we are here to be prudent stewards of it going forward.
Whatever your goals, my team and I will take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family, your business, or your organization, I will provide the professional advice you need. Currently, I work with business owners, executives and their families, professional and amateur athletes, foundations, non-profits, and Indigenous and Inuit organizations across Canada.
I am a former member of the Canadian National kayak team and was an alternate on the 2012 Olympic Team. During my time on the team I was a member of the prestigious RBC Olympian program. At the culmination of my athletic career, I returned to school and earned an MBA in Business Strategy from the Telfer School of Management to complement my B.Comm M.Fin and my pursuit of the CFA designation.
I have always been an advocate for social change and leadership. I have held a number of different director positions on both national and local organizations. Currently, I sit on the board for the Canadian Athletes Now Fund (CANFund) and am a special advisory to CoPower. I guest lecture at the Telfer School of Management and am an Alumni mentor at the Sprott School of Business. I am also leading the financial literacy program for Game Plan, an initiative launched by the Canadian Olympic Committee to help our Olympic athletes transition from sport.
Finally, I am a leader in responsible and impact investing here in Canada. I am a member of the Responsible Investment Association, and am part of RBC's Global Responsible Investment Council.