Professional Adventures

Work Hard

Senior Vice-President, Wealth Solutions, Great West Life

2017 – Present

I led an amazing team of actuaries, accountants and professionals to revamp and future-proof our wealth platform. We launched a “game-changing” new digital managed program, brand new mutual fund family, consolidated fund shelves and redesigned the advisor and customer experience.

Managing Director and Head, Manulife Private Wealth

2012 – 2017

I led a great group of investment counselors, bankers, and other professionals to build from scratch Manulife Private Wealth. I had a vision of “goals-based investing” – of investing for humans not robots. Our team built that vision – the first of its kind in Canada. The Globe and Mail called it a “new portfolio design based on your ‘dreams and nightmares’

Managing Director, Head Private Wealth Management, UBS Canada

2005 – 2011

I led the team that built the ultra-high net worth business in Canada. 1 out of 4 of the richest Canadians became our clients and we were ranked #1 in Canada for 4 straight years.

Senior Mergers & Acquisitions Banker, Various, London UK

1998 – 2005

I was a key member of the team on the first satellite IPO in Europe and on several other telecoms financing transactions.  I led the working team that helped Hutchison Whampoa bid for and win 3G licenses in the UK, Italy, Sweden, Denmark and Austria. I initiated and led an innovative Leveraged Buy-out transaction in the European telecom space.

Associate, McMillan LLP, Toronto

1996 – 1998

I qualified as a Canadian lawyer while at McMillan. I worked on bank financing deals, Senate hearing submissions as well as on securities enforcement cases.