Executive Vice President, Operations
I went to the University of Waterloo, where I met Jim – my wife was his lab partner and introduced us. We became roommates and great friends. While there, I developed an interest in the investment industry. Many of the elective classes I chose and books I read revolved around finance.
I graduated with an Honours Bachelor of Mathematics, majoring in Business and Information Systems. I worked for IBM for 5 years as an employee, then started an IT consulting firm and did work for IBM in that capacity for an additional 8 years.
Throughout our careers, Jim and I often discussed portfolio management. We both were confident in the merit of passive management and felt fees in the industry were egregiously high.
Wedding in Santa Maria di Leuca.
Canada Day Concert at the Royal Canadian Legion.
In 2008, we began discussing what it would take to start our own portfolio management firm. Our complementary skills are a natural fit. Jim is a CFA charter holder with decades of experience in the financial world, and I bring a keen eye for process re-engineering. He’s great at sales and strategy; I’m very detail oriented with deep technical skills.
I love to play hockey – which I’ve basically been doing since I could walk. My wife and I learned to ski together and enjoy going to the West Coast on ski trips. I also play the guitar – something my father, an accomplished musician, passed down to me. I do a fair bit of recording (just for fun) and perform on occasion at weddings and community events. I also enjoy golfing and cycling. My wife and I live in Toronto with our three terrific kids.