I am a portfolio manager and financial planner, specializing in serving individuals, families, holding companies, and foundations by creating customized investment portfolios.
Outside of work, I love being active. Whether it is the gym, golfing or cycling you’ll likely find me on the go. I am an avid and long-suffering Canucks fan, and I never miss an F1 race. My wife and I love to travel. I am also a fountain of useless knowledge which makes me useful for trivia night.
This year marks our 35th anniversary since our founding in 1989, and we’re celebrating the way we always do: by continuing to make a positive impact for our clients – and for the planet.
Investors are increasingly concerned about greenwashing and impact washing: the practice of overstating the benefits of a portfolio company’s ESG practices, or understating some of the potential downsides.
Watch on demand – Join us as we explore best practices when it comes to your investments and insurance policies, with a panel of investment and insurance experts.
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