Experience

CI Global Asset Management

• Canada
• Investment Management
• 700 & Above Employee

• Vice President and Team Lead

  • Jun 2023 - Present

  Toronto, Ontario, Canada

• Vice President, Tax, Retirement & Estate Planning

  • Jun 2015 - Jun 2023



Mackenzie Investments

• Canada
• Investment Management
• 700 & Above Employee

• Director, Tax and Estate Planning

  • Jan 2006 - Jun 2015

  • Deliver tax and estate planning presentations to investor and/or advisor audiences for “Mackenzie University” conferences and other national/domestic events. Audiences range in size from 15 to 1,500. • Frequent contributor and columnist for Advisor.ca and The Professional (Mackenzie’s financial advisor publication). • Frequently quoted by media outlets such as the Globe and Mail, National Post, Advisor.ca, Investment Executive and MSN Money. • Led launch of Mackenzie’s Tax-Free… Show more • Deliver tax and estate planning presentations to investor and/or advisor audiences for “Mackenzie University” conferences and other national/domestic events. Audiences range in size from 15 to 1,500. • Frequent contributor and columnist for Advisor.ca and The Professional (Mackenzie’s financial advisor publication). • Frequently quoted by media outlets such as the Globe and Mail, National Post, Advisor.ca, Investment Executive and MSN Money. • Led launch of Mackenzie’s Tax-Free Savings Account (TFSA). Over 17,000 accounts opened in first 1.5 years. Also served as Mackenzie’s TFSA subject matter expert. • Co-author of Mackenzie’s “Tax and Estate Planning for Business Owners Kit” – a four part kit designed to provide investment, tax, retirement and estate planning tips to small business owners. • Project team member for Mackenzie’s “Retirement U” program; designed to address retirement income options for retirees. • Investment Funds Institute of Canada (IFIC) Taxation Working Group Registrant; participate in conference calls with a view towards contributing to, and remaining current on, industry matters. Show less



Invesco Canada

• Canada
• Financial Services
• 200 - 300 Employee

• Specialist, Tax and Estate Planning

  • Sep 2002 - Jan 2006

  • Identify tax and estate planning challenges encountered by financial advisors and provide resolutions guided by federal and provincial legislation. • Demonstrate proficiency in the use of various tax and estate planning resources; interpret concepts and apply to “real life” client scenarios. Resources include the Income Tax Act, Canada Revenue Agency guides, bulletins and information circulars, Ernst and Young databases and CCH Canada databases. • Review federal and provincial budgets… Show more • Identify tax and estate planning challenges encountered by financial advisors and provide resolutions guided by federal and provincial legislation. • Demonstrate proficiency in the use of various tax and estate planning resources; interpret concepts and apply to “real life” client scenarios. Resources include the Income Tax Act, Canada Revenue Agency guides, bulletins and information circulars, Ernst and Young databases and CCH Canada databases. • Review federal and provincial budgets, and communicate changes that impact the industry. • Support Vice President, Tax and Estate Planning, by resolving client inquiries triggered by seminars and/or published articles. • Update tax and estate planning bulletins to incorporate changes in legislation. Show less