My main responsibility is ensuring that our team at West Oak is constantly striving to make our families lives easier by putting ourselves in their shoes to execute on all of the various moving pieces of their financial lives. I am also actively engaged in our investment committee, and help steer decisions on capital allocations as well as within the proprietary equity mandates we manage.
What I enjoy most about my role is the engagement and relationships with our families. Our team is the first point of contact for all things financial, and it is a responsibility that we don’t take lightly. I am grateful for our team to have earned this trust.
My wife and I have two children in their latter teenage years who are pursuing their own independent and purposeful lives. Thankfully they still like spending time with us here and there and we enjoy travelling together, going out for dinner and doing fun things where we can. Outside of family, my passion is West Oak – our team, the families we serve, and the work I am fortunate to do day in and day out.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.