Experience

Impact Commercial

• Canada
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Feb 2023 - Present

• Partner

  • Jan 2021 - Feb 2023

• Commercial Mortgage Broker

  • Sep 2017 - Jan 2021

  I work on behalf of small and mid-market businesses and developers to provide expert commercial mortgage solutions. I achieve this by presenting clients’ financial strengths and/or projects/developments in the most effective light possible to our core group of over 60 Institutional and Alternative lenders, placing greater value on term structure and flexibility versus simply seeking the lowest rate with restrictive terms and excessive security. Our progressive and proactive model allows us to secure creative financing solutions that our clients are most often unable to source by traditional means.My goal is to foster long-term relationships with an emphasis on trust and always keeping my clients’ best interests at the center of my process. Show less



Credential

• Canada
• Financial Services
• 1 - 100 Employee

• Investment Representative

  • Apr 2016 - Aug 2017



iA Clarington Investments

• Canada
• Financial Services
• 100 - 200 Employee

• Regional Sales (6-Month Contract)

  • Feb 2015 - Aug 2015

  ▪ Managed a territory with the regional Vice President of Sales of >$340 million AUM. ▪ Gained comprehensive knowledge of a large group of IA Clarington products, including funds specializing in equities, options, senior secured loans, and high-yield bonds. ▪ Managed a territory with the regional Vice President of Sales of >$340 million AUM. ▪ Gained comprehensive knowledge of a large group of IA Clarington products, including funds specializing in equities, options, senior secured loans, and high-yield bonds.



Raymond James Ltd.

• Canada
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Mar 2008 - Sep 2014

  ▪ Built a client book of over 60 businesses and households from the ground up, amounting to assets under management of over $140 million at the peak. ▪ Specialized in institutional treasury investing, while also managing investment portfolios for a small group of high-net-worth families. ▪ Invested heavily in corporate bonds, GIC’s, and structured notes – often creating one-off customized structured products in cooperation with our third-party agency partners. ▪ Managed CA$-US$ currency transactions. ▪ Sold my book of clients to my business partner, with whom I maintain a strong relationship. Show less



HSBC Bank Canada

• Assistant Manager, Commercial Credit Risk Management

  • Feb 2006 - Mar 2008