As President & CEO of Aviso, I’m proud to lead a talented team pursuing a bold vision to be the leading wealth services provider to the Canadian financial industry. Our comprehensive wealth services solutions allow hundreds of financial institution partners to achieve competitive advantages. As they grow, we grow, and together we’re creating a more diverse, healthier wealth management ecosystem benefitting all Canadians. My focus is on identifying and pursuing strategic opportunities, and creating an innovative culture capable of delivering exceptional experiences for our partners, advisors, investors and employees.I enjoy the challenge of building market-leading solutions and brands in the fast-evolving wealth management industry. I have a strong track record of delivering sustained revenue and earnings growth as President, CEO and/or Chair as well as Director of various firms including Qtrade Financial Group, Rockwater Capital, Merrill Lynch Canada and Midland Walwyn Capital. Based on that experience, I believe success depends on designing resilient business models, and developing ambitious teams capable of pursuing opportunities and responding to competitive pressures.I’m passionate about protecting the integrity of the wealth management industry and ensuring it serves the needs of Canadian investors. I’m currently a board member of The Investment Funds Institute of Canada (IFIC). I previously held director roles with The Canadian Securities Institute, Canadian Investment Protection Fund, Investment Industry Association of Canada, and the Investment Dealers Association of Canada (became IIROC), where I was Chair from 2001 to 2002.Specialties: Executive Leadership, Strategic Vision, Wealth Management, Business Re-engineering, Organizational Development, Mergers & Acquisitions, Board Governance, Talent Recruiting & Management, Asset Management, Change Management, High Net Worth Private Client, Capital Markets