We’re a passionate, sometimes nerdy, group that love to help Canadians with their money.
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.
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.
Interested in helping Canadians live their best lives? Learn more about our career opportunities.
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