Result-oriented, knowledgeable and efficient business professional with an M.B.A and B.Tech and over 10 years of combined eclectic work experience in Finance, Marketing, B2B Sales, Administration and Business Development.

In my current role, I manage a $75 million portfolio of both investments and credit for 200 high net worth families and households in Toronto. Currently licensed and registered with IIROC, I am passionate about building a long term relationship with my clients by using a personalized approach in taking the time to get to know them and evaluate their needs, goals and behavioral biases and linking them to recommendations leading to the creation, implementation and ongoing periodic review of a comprehensive wealth management plan.

My interests include reading, traveling and trying out new adventures. I have travelled extensively in my twenties visiting over 30 countries in all 7 continents. Most memorable places visited include the Antarctica and the Galápagos Islands. Reading interests include mostly finance, philosophy, science, history and international news. I would consider myself an information junkie eager to learn pretty much anything under the sun.

If you would like to connect, please contact me by email [email protected]