Excited to share my professional journey, spanning over 25 years in asset management, investment strategy, and financial leadership. My experience in macroeconomic research, portfolio construction, and client advisory has shaped my perspective on markets and investing. Passionate about financial education and sharing insights through public speaking and media engagements. Here is my biography.

I'm excited to share a bit about my professional journey. Over the years, I’ve had the privilege of practicing Canadian income tax law, advising high-net-worth individuals, global families, and businesses on complex cross-border transactions. My work spans corporate tax planning, M&A, international trusts, and estates, all with a focus on helping clients navigate the intricacies of the Canadian tax system. With experience at global law firms, a background as an economist, and founding my own boutique tax practice, I’ve developed a unique perspective that combines legal expertise with economic insight. It’s been an incredibly rewarding journey, and I look forward to continuing to provide strategic tax solutions to clients around the world.