Over my almost 30 years in wealth management, I have experienced that for most people having enough money is not their main driver, but rather it is about achieving a "full life". My role is to understand what a "full life" means to you, and how it ties into your wealth.
Having worked in this industry through the tech bubble, the 2008 global financial crisis, the pandemic, inflation surge of 2021, trade wars and ongoing geo-political events, I have found that the saying by Warren Buffett "we don't have to be smarter than the rest. We have to be more disciplined than the rest" is fundamental for success.
I am a Certified Financial Planner, Trust & Estate Practitioner, and have earned my Professional Master of Laws Degree from the University Of Toronto Faculty of Law. I have also completed the Sustainable Investing Certificate from the CFA Society.
I have been awarded the RBC Wealth Management Private Banking Executive Council Award over eight different years, as well as the RBC Leadership Award over two years.
Having lived in different 3 continents, I continue to enjoy travel. My favorite cities are Rome, Damascus, & Istanbul. I am a car enthusiast and look forward to curating a vintage 1980s car collection!
