RBC Dominion Securities

My team of experts and I specialize in helping business owners, executives, professionals and their families manage their wealth. We carefully consider clients’ current financial position and family needs, and incorporate prudent investment strategies that seek to grow and protect their wealth while minimizing taxes. Our strategies are also designed with legacy in mind, to help ensure clients’ vision for the next generation(s) are realized.

Investment & Wealth Advisor

Leap Tools Inc. 

I worked directly with senior leadership across the company to conceptualize, design and develop a data analytics product for new and existing clients.

Strategy

Westwood Holdings Group, Inc.

I developed actionable investment recommendations in the management of a $4B (USD) fund, covering publicly traded companies across global and emerging markets. This involved performing fundamental analysis on a range of companies covering several industries, including consumer, technology, industrials and healthcare. Due diligence on investments required meeting and interviewing the senior management of companies within our portfolio, as well as targeted companies being considered for investment. Westwood Holdings Group (WHG) is a NYSE-traded asset manager based in Dallas, Texas, with over $13B in AUM.

Global Equity Analyst

Veritas Investment Research

I worked with equity analysts to publish research reports and present actionable investment ideas to a wide array of clients, including pension funds, hedge funds and large institutional investors in Canada. I performed fundamental analysis on investments listed on Canadian and US markets across Telecom and Technology sectors.

Equity Research Associate

PwC Canada

I delivered financial statement audits over a variety of public and private companies to ensure compliance with applicable accounting frameworks. I have experience across a wide array of industries including financial services, gaming & entertainment, technology and construction with a focus on IFRS accounting standards in global banking and pensions.

Senior Associate

FaceBox Media

I co-founded Vancouver's first photo booth rental company with a commitment to environmental sustainability.
 
During the 4 years of operations, I developed the business plan and I managed implementation with a key focus on financing approach and marketing strategy; success in these areas resulted in generating an excess of $100,000 in average annual revenues.
 
Key environmental sustainability achievements include:
·        Offsetting 15 tonnes of greenhouse gas emissions
·        Planting of over 440 trees across Canada
·        Powering our booths with 10.8 MWh of renewable energy
 
Between 2011 and 2014, we booked over 220 events with clients including Starbucks, IKEA, the Vancouver Canucks and the University of British Columbia.

Co-Founder

Scotiabank

I performed sound and timely credit analysis of commercial banking clientele covering a range of businesses which included retail, real estate, building supplies and transportation with credits of up to $10M. I worked closely with a team of relationship managers and credit underwriters, and also played a key role in the preparation and presentation of credit applications to global risk management.

Client Portfolio Analyst

Tutor Doctor

I tutored post-secondary students in a range of courses covering economics, finance and accounting.

Tutor

Investment & Wealth Advisor at RBC Dominion Securities

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