By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Prior to joining the firm, I gained over a decade of experience in finance at industry leading financial companies such as Horizons Exchange Traded Funds (Canada) Inc., Invesco Trimark Ltd. and The Royal Bank of Canada. I am a graduate of the University of Toronto where I was awarded an honors degree with a double major in Economics & Philosophy. I also hold the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. I am a Chartered Alternative Investment Analyst (CAIA) charterholder and a member of the CAIA Association, Toronto chapter. I currently live in Mississauga and love sailing, hockey, baseball, soccer, golf and spending time with my wife and three kids.