Executives often spend more time worrying about corporate finances than their personal affairs. I aim to create an efficient advisory relationship by actively monitoring your portfolio, proactively suggesting changes as conditions warrant and providing timely macro-economic updates with a global perspective.Clients have access to a full range of investment products and benefit from a dedicated and knowledgeable advisor backed by a team of highly-regarded research analysts; allowing business leaders to focus on managing their organizations and spending time with their families. I work with clients to create a portfolio that best suits their individual needs for growth, income, capital preservation, timing and risk tolerance.My international business experience has been instrumental in providing the background necessary to evaluate all sectors of the economy and offer insight on global issues that can affect Canadian and foreign investments.I have worked in cities around the world including London, Paris, Moscow, Beijing, and Singapore and held numerous positions in both management and consulting roles. Having worked in large organizations such as Astra Zeneca, BP, BUPA, Cathay Pacific, Cooperative Financial Services, Cummins, Isuzu, Marks & Spencer, Phillips, Schlumberger and TNK-BP, I know first-hand how these industries operate. Specific roles have included merger and acquisition due diligence, the formation of a cleantech joint venture in Beijing and the re-organization and management of global IT operations for the world’s largest commodity trader.
Listed skills include Strategy, Management, Investments, Leadership, and 24 others.