Finance Planning
McGill University – BComm
Chartered Investment Manager (CIM®)
Financial Management Advisor (FMA)
Fellow of the Canadian Securities Institute (FCSI®)
Waking up every morning and being able and excited to do what you love doing.
Helping to build an independent firm with a 100-year vision of making a difference in Canadians’ financial lives.
My love for delivering great service, as a team, came from the many years I worked in a small-town butcher shop. There are many similarities between that environment and how PWL operates.
Northeastern University – BSc, Mechanical Engineering
Masters of Business Administration, Finance – Carleton University
Chartered Financial Analyst (CFA®)
Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)
Ownership of time.
It positively impacts the lives of others.
I am 6’10.
Bachelor of Engineering in Computer Engineering – Queen’s University
Masters of Business Administration – Queen’s University
Professional Engineer of Ontario
Being wealthy means having enough. Enough time to hang out with your friends, enough health to play with your kids, enough money to be generous to the causes that are important to you. The hardest part is getting the goalposts to stop moving. That’s where we come in.
PWL Capital continues to punch above its weight when it comes to being an early adopter to technology where no project or the latest offerings on the IT data landscape is considered too far a stretch for the talent and vision of the firm.
I like to burn rubber on the racetrack every now and then!
Bachelor of Business Administration (BBA)
Specialized Graduate Diploma
Chartered Professional Accountant (CPA)
For me it means being healthy, having a loving family, friends and a job I love. It means having time to do what I like. It also means having enough money to not be anxious and having the freedom to make choices.
Collaborating with diverse teams and stakeholders, Contributing to the financial health of PWL, translating financial data into strategic insights, promoting a culture of financial excellence.
I am crazy about animals, I enjoy cleaning, I love going to the theater, I love snorkeling, I love junk food, I love riding roller coasters, Fan of Walt Disney.
PEng Mechanical Engineering – Concordia
BCom International Business – John Molson Concordia
Partners, Directors and Officers (PDO)
For me, being wealthy is striking a balance between financial comfort and emotional security.
Being part of a dynamic energetic team focused on positively impacting our client’s lives. PWL team members bring a varied set of skills, perspective and knowledge that makes daily tasks, project work or problem solving engaging and fun.
My wife and I hope to retire on a rural property surrounded by nice gardens and some animals.
