With more than ten years of experience as an investment analyst, I’ve become passionate about opening doors to the world of private markets. I enjoy helping clients explore these options in a way that fits their comfort level, always focusing on making complicated decisions feel approachable and well-informed.

At the same time, I believe that in public markets, passive funds with minimal fees remain one of the most dependable strategies for growing savings over time. Whether it’s public or private markets, my advice is always guided by research, experience, and a practical sense of what really works over the long run.

Outside of work, I call Burlington, Ontario home, where I live with my wife Jennifer and our two children, Mary and Alexander. I’m also proud to serve on the Board of Directors for the Rotary Club of Burlington Lakeshore, staying engaged with my local community and learning from those around me.