Experience

Gluskin Sheff + Associates Inc.

• Canada
• Investment Management
• 100 - 200 Employee

• Analyst, Client Wealth Management

  • Sep 2010 - Present

  Gluskin Sheff + Associates Inc. is one of Canada’s pre-eminent wealth management firms. Founded in 1984 and serving high net worth private clients and institutional investors, we are dedicated to providing our clients with a world-class experience in the management of their wealth by delivering strong, risk-adjusted returns together with the highest level of personalized client service. For more information, please visit: http://www.gluskinsheff.com. Gluskin Sheff + Associates Inc. is one of Canada’s pre-eminent wealth management firms. Founded in 1984 and serving high net worth private clients and institutional investors, we are dedicated to providing our clients with a world-class experience in the management of their wealth by delivering strong, risk-adjusted returns together with the highest level of personalized client service. For more information, please visit: http://www.gluskinsheff.com.



Genuity Capital Markets

• Canada
• Capital Markets
• 1 - 100 Employee

• Analyst, Mergers & Acquisitions

  • May 2010 - Sep 2010

  Analytical and valuation/modeling-focused, while supporting a team of Vice Presidents and Managing Directors at Genuity Capital Markets. Developed a variety of skill-sets, including, but not limited to: due diligence, creating presentations, and advanced quantitative modeling. Analytical and valuation/modeling-focused, while supporting a team of Vice Presidents and Managing Directors at Genuity Capital Markets. Developed a variety of skill-sets, including, but not limited to: due diligence, creating presentations, and advanced quantitative modeling.



The University of Edinburgh

• United Kingdom
• Research Services
• 700 & Above Employee

• MBA, Finance & Strategy

  • Aug 2008 - Nov 2009

  Completed the University of Edinburgh's MBA program with a concentration in Finance. Graduated as Class President, Academic Gold Medallist (with Distinction) and spent four months interning with the Bank of Scotland. Degree was obtained after completing a Thesis evaluating the risk and return of trading Crude Oil Futures. Completed the University of Edinburgh's MBA program with a concentration in Finance. Graduated as Class President, Academic Gold Medallist (with Distinction) and spent four months interning with the Bank of Scotland. Degree was obtained after completing a Thesis evaluating the risk and return of trading Crude Oil Futures.



BMO Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Vice President, Global Treasury Management

  • Apr 2007 - May 2008

  Worked with Senior members of the Investment Banking group to ensure our Clients were provided top-tier Investment and Corporate Banking services. This role included, but was not limited to: (i) Helping Clients transact Globally, in a variety of currencies; (ii) Manage exchange rate risk and hedging; (iii) Execute a variety of Trade Finance support, providing strategic insight on accessing markets around the globe.

• Associate, Global Treasury Management

  • Oct 2004 - Mar 2007

  Supported an MD. Worked directly with CIOs, EVP’s and other Executives, in Treasury and Finance departments. Our goal was to improve and enhance internal Treasury Management and therefore short-to-medium term Cash Flow and Investments.