Bio


Seasoned executive leader in financial services with a passion for building profitable and sustainable franchises, leading & transforming organizations, and addressing complex business challenges through talent identification and empowerment. Known for leveraging a robust analytical and quantitative background to frame objectives rationally, articulate a clear & compelling vision, architect pathways for execution, and drive successful outcomes.

Throughout a career marked by dynamic and entrepreneurial environments, a commitment to creativity, innovation, a strong sense of accountability and urgency has consistently intersected with the strategic incorporation of data and technology. Recognized for fostering authentic, caring, and high-integrity professional relationships across diverse stakeholders, I embrace a lifelong learning mindset to ensure continuous growth and adaptability.

20+ years experienced global asset management CEO, COO, CIO & Lead Portfolio Manager with a strong track record in leading and growing one of the most prominent liability-driven investment (LDI) franchise in Canada; building, restructuring & scaling high-performing, institutional-grade active investment teams; leading & executing accretive and sustainable acquisitions, divestitures and commercial partnerships generating significant growth; leading successful organizational transformations across investment, distribution and operating functions underpinned by a strong vision and strategic direction; and architecting & spearheading the implementation of several quantitative modelling programs.

Industry contributions and awards include the creation of a reference pension liability discount curve underwritten by the Canadian Institute of Actuaries as a professional best practice as well as receiving the Top Leader Award amongst Independent Investment Management Companies (2020, 2022) by Finance et Investissements.

Master of Science in Financial Mathematics from Stanford University, Fellow of the Society of Actuaries (Investment).