Managing Director, Investments and Strategic Planning, Family Office
"I value the relationship I build with you and your family. I’m committed to giving you thoughtful analysis to support your important financial decisions."
I am the Managing Director of Investments and Strategic Planning in the Family Office group at Fuller Landau. I provide strategic advice to successful individuals and their families in order to preserve, manage, and grow their wealth. I also help my clients with investment portfolio asset allocation and manager selection, insurance, tax planning, philanthropy, and wills and estates.
I’m a highly technical person and enjoy creating and modelling projections. I have a keen interest in data analytics and coding, and I try to integrate these areas into my role for better efficiency and accuracy.
I’m constantly looking for a better way to tackle issues, and I bring in new and creative methods to present information to clients to help them better understand their choices and to make decisions.
Within Fuller Landau I play an integral role on the charity committee. I’m responsible for running the volunteer income tax preparation program, where Fuller Landau team members visit a homeless shelter to help low-income individuals file taxes.
Academic achievements, memberships, and professional designations
Member, CPA Ontario
Member, CPA Canada
Queens University: Honours Bachelor of Science
Community initiatives and organizations
Fuller Landau charity committee
Investment subcommittee, Dying with Dignity Canada
