Location: Victoria, British Columbia
“Experience turns uncertainty into insight. Although each market cycle is unique, there are similarities that can help long-term investors navigate difficult times.”
My interest in the investment industry began before I even set foot into the working world. In a high school accounting class, I’d done a project on the Canadian conglomerate Imasco Limited. I was intrigued by the process of analyzing the different businesses they owned, such as Canada Trust and Shoppers Drug Mart. And it fascinated me how these companies interacted in the firm’s financials.
Now, after 30 years’ experience in portfolio management and equity research, I find myself equally captivated by the scenarios that play out in the marketplace today. Investing is a world where experience matters. It’s always changing, but the longer you stay in the industry the more you can see patterns in investor behaviour and different markets. I’m grateful to lead a team of talented investment professionals in a spirit of trust and collaboration, who share the same passion.
In overseeing several investment mandates at National Bank Financial Wealth Management (NBFWM), as well as developing, refining, and managing the team’s investment approach across multiple asset classes and markets, I take a mentor-centric approach. I believe people perform at their best when they have freedom to make decisions and take responsibility for outcomes, while being well supported through knowledge-sharing and mentorship. Working collaboratively, our investment managers focus on carefully curated portfolios that provide enough flexibility to fully align with each client’s unique vision and needs.
Prior to joining NBFWM in 2025, I held the position of CIO at CWB Wealth beginning in 2018. Before then, I worked in the pension investment industry for 15 years. This tenure included being Head of Equity Research at one of Canada’s largest pension fund managers.