My focus is on revolutionizing the wealth management industry, leveraging over two decades of leadership experience to drive innovation and transformation for independent advisors and business partners. Our mission is to empower our clients by enhancing their offerings with cutting-edge platforms and strategic thought leadership.

My tenure as Executive Vice President at Investment Planning Counsel was marked by the successful growth of IPC dealers and a consistent top-tier performance in employee engagement. With a strong foundation in financial education and account management, I contributed to launching IPC One, which epitomizes my commitment to combining strategic insight with operational excellence to deliver substantial value to stakeholders.

With over 25 years of experience in the finance industry at integrated wealth firms, I joined iA Private Wealth in April 2023 after serving as President & CEO of iA Clarington Investments. I am a passionate follower of capital markets, investment trends, behavioural finance, and the evolving investment advice industry in Canada.

I believe in fostering cooperative work environments that thrive in the face of challenges, and I value taking time each day to learn something new—whether it’s catching up on the latest market trends or diving into a recent fiscal report. To me, acquiring knowledge is priceless.

In my free time, I enjoy mentoring young people, watching my kids' hockey games in freezing arenas, mountain biking Ontario's trails, and maintaining trails for hiking and MTB—pursuits that reflect my commitment to resilience, lifelong learning, and community-building.

Experienced Senior Leader with a demonstrated success in Financial services, Life Insurance and Retail Wealth. Skilled in Business Development, Financial Planning, Wealth Management, Life Insurance, Product Development, Wholesaling, Practice Management and Strategy.

Led the start-up of Co-operators Financial Investment Services an Co-operators wholly owned MFDA Dealer, from inception including, Business Plan, MFDA filing, Approvals, dealer platform and Operations.

Experienced Vice President Sales Marketing with a demonstrated history of working in the investment management industry. Skilled in Long Term Care Insurance, Universal Life, Wealth Accumulation, Securities, and Asset Management. Strong marketing professional with a Diploma in Management focused in Business from Saint Mary's University.