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. Having worked in the financial services industry for over 20 years, I gained my financial expertise in roles at Bank of America and Credit Suisse, as well as at various commodity producers and developers. During my career, I spent over a decade working in London, UK advising institutional portfolio managers and hedge funds as they invested in the US equity market. I hold a B.A. in International Relations from the University of British Columbia as well as the Chartered Investment Manager (CIM) designation. Born and raised in Vancouver, I enjoy an active lifestyle that includes regularly playing golf, tennis and squash, as well as spending time in the mountains. I serve on the Board of the Capilano Golf & Country Club and I am involved in fundraising efforts with SPARKLE, a benefit that supports the BC Women’s Hospital & Health Foundation. I love spending time with friends and family.