Experience

Burgundy Asset Management Ltd.

• Canada
• Investment Management
• 100 - 200 Employee

• Vice President, Business Development

  • Jul 2020 - Present

  Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices.Burgundy follows a bottom-up, value-driven investment approach supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, undervalued companies with the potential to achieve solid, absolute returns over the long term.Founded in 1990, Burgundy remains independent and employee owned. Our central mission is to protect and build the capital of our clients, who are seeking strong, long-term, absolute returns versus short-term, relative performance. We invest alongside our clients so that our investment interests are directly aligned.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Executive Director - Private Bank

  • Feb 2019 - Jul 2020

  Executive Director - the Global Families Group (GFG). GFG is the US booking center for JPMorgan Private Bank's international clients living in EMEA and Asia and Americans living outside of the US. GFG is based out of NY, San Francisco and Toronto. Executive Director - the Global Families Group (GFG). GFG is the US booking center for JPMorgan Private Bank's international clients living in EMEA and Asia and Americans living outside of the US. GFG is based out of NY, San Francisco and Toronto.



Turtle Creek Asset Management

• Canada
• Investment Management
• 1 - 100 Employee

• Director, Private Client

  • Mar 2013 - Feb 2019

  Turtle Creek is an independent investment management firm focused on long term capital growth for a clientele of high net worth individuals, families and institutions. We minimize risk through a deep and thorough understanding of each of our investments. Turtle Creek has a distinguished long term track record and the Partners are aligned to a degree that few other firms can match - all of their money is invested alongside our clients. Turtle Creek is an independent investment management firm focused on long term capital growth for a clientele of high net worth individuals, families and institutions. We minimize risk through a deep and thorough understanding of each of our investments. Turtle Creek has a distinguished long term track record and the Partners are aligned to a degree that few other firms can match - all of their money is invested alongside our clients.



TD

• Canada
• Banking
• 700 & Above Employee

• TD Waterhouse Private Client Group

  • Sep 2011 - Mar 2013

  • Advised and managed portfolio of high net worth clients ($1mm+ investible assets) ensuring the delivery of exceptional performance enabling the achievement of individual client financial goals and objectives • Advised and managed portfolio of high net worth clients ($1mm+ investible assets) ensuring the delivery of exceptional performance enabling the achievement of individual client financial goals and objectives



MD Management Ltd.

• Regional Manager, Toronto

  • Oct 2010 - Sep 2011

  MD MANAGEMENT, A CMA COMPANY 2010 - 2011REGIONAL MANAGER, TORONTO• Head of Toronto office leading a team of 47 including financial planners, investment specialists and insurance specialists providing financial services to physicians and their families including compliance, reporting, P&L management and motivating staff MD MANAGEMENT, A CMA COMPANY 2010 - 2011REGIONAL MANAGER, TORONTO• Head of Toronto office leading a team of 47 including financial planners, investment specialists and insurance specialists providing financial services to physicians and their families including compliance, reporting, P&L management and motivating staff



RBC Investor Services

• Canada
• Financial Services
• 700 & Above Employee

• Director, Relationship Management

  • 2006 - 2009



BMO Private Wealth

• Canada
• Financial Services
• 700 & Above Employee

• Director, Private Banking

  • Mar 2004 - Nov 2006



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Director, Senior Client Adivsor

  • 2001 - 2004



CIBC

• Canada
• Banking
• 700 & Above Employee

• General Manager, Private Banking

  • 1989 - 2001