Executive Director by day, developer on weekends, advocate always. Twenty years in Canada's investment industry — with a few surprises.
Years as Executive Director of the Federation of Independent Dealers, championing independent investment and mutual fund dealers across Canada.
independentdealers.ca →Years in financial services. Trust, custody, dealer services, regulatory strategy, and advocacy.
Shipping production SaaS platforms, desktop apps, financial tools, and membership systems. Rails, Python, Svelte, Rust, Tauri, PostgreSQL.
Foundation Board member at one of Canada's oldest literacy organizations. 1 in 5 working-age Canadians struggles with basic literacy — improving it could add billions to GDP.
unitedforliteracy.ca →Raising funds for canine rescues and shelters. Because every dog deserves a second chance.
Featured as a "Newsmaker" in Investment Executive. Quoted in The Globe and Mail. Guest on the Insight is Capital podcast with Pierre Daillie.
Toronto native. Illustration degree from OCAD, then pivoted to financial services. The design eye never left — it just found new canvases.
Working directly with regulators to shape policy. Trust, custody, dealer services, compliance frameworks — navigating the landscape so independent firms can focus on their clients.
Financial literacy gaps leave Canadians vulnerable to costly mistakes, scams, and retirement risk. Advocacy bridges the gap between advice and the people who need it most.
Print and design industry, then advisor facing roles at M.R.S., National Bank of Canada, and Canadian Western Bank, then the Federation. A nonlinear path that connects more dots than you'd expect.
Joined Pierre Daillie and Mélanie Valcin for a conversation on literacy, financial advice, and economic inclusion in Canada. A sobering and hopeful discussion.
Ruby on Rails, Python, Svelte, Rust, Tauri, PostgreSQL, Oracle. Desktop and web. From back-end APIs to pixel-perfect frontends.
Founded in 1996, a grassroots, member-driven association that has worked through every issue and hurdle dealers have faced for three decades and counting.
Advice is having someone in your corner, who knows all the ins and outs, and who can provide advice customized to your situation. It's a real human-to-human conversation.Investment Executive
We want to partner with regulators, to be at the same pace as them, and to have input on regulation earlier, rather than later.Investment Executive
People are a lot more than a risk profile. And that's what advice is.Investment Executive
The culture is changing to a more professional, more compliant and more client-centric and holistic financial-planning environment.The Globe and Mail
If you're not willing to talk about fees, you're an endangered species.Investment Executive
That's what's missing in many of these cost reports: the value of advice.Investment Executive
With technology, advisors will hopefully be able to spend less time on compliance and paperwork and more time demonstrating their value by providing advice to Canadians.The Globe and Mail
Broadening our focus lets us expand our services to our existing membership base as they go through the evolution of becoming dual-platform dealers.The Globe and Mail
Nobody today supports pre-signed forms as a way to circumvent or shortcut compliance. But the culture of compliance has changed. So, everybody has to be onside.The Globe and Mail
We think the new SRO has a lot of choices in front of it that are critical to the industry's future.The Globe and Mail
For us, independence isn't related to assets under management. We consider the term 'independent' to be more inclusive rather than exclusive.The Globe and Mail
We were in a static competitive environment for several years prior to SRO harmonization.Investment Executive
We've come through our strategic review refocused, recharged and reinvigorated with a new mandate.The Globe and Mail
Excessive spending is oftentimes not useful or unwelcome at the advisory level. Advisors want to be working on the same side of the table as their clients.The Globe and Mail
An important piece could be a cost analysis of the proficiency framework we have in place now. Once a fulsome analysis has been done, then we can start a conversation around solutions.Wealth Professional
Advice is having someone in your corner, who knows all the ins and outs, and who can provide advice customized to your situation. It's a real human-to-human conversation.Investment Executive
We want to partner with regulators, to be at the same pace as them, and to have input on regulation earlier, rather than later.Investment Executive
People are a lot more than a risk profile. And that's what advice is.Investment Executive
The culture is changing to a more professional, more compliant and more client-centric and holistic financial-planning environment.The Globe and Mail
If you're not willing to talk about fees, you're an endangered species.Investment Executive
That's what's missing in many of these cost reports: the value of advice.Investment Executive
With technology, advisors will hopefully be able to spend less time on compliance and paperwork and more time demonstrating their value by providing advice to Canadians.The Globe and Mail
Broadening our focus lets us expand our services to our existing membership base as they go through the evolution of becoming dual-platform dealers.The Globe and Mail
Nobody today supports pre-signed forms as a way to circumvent or shortcut compliance. But the culture of compliance has changed. So, everybody has to be onside.The Globe and Mail
We think the new SRO has a lot of choices in front of it that are critical to the industry's future.The Globe and Mail
For us, independence isn't related to assets under management. We consider the term 'independent' to be more inclusive rather than exclusive.The Globe and Mail
We were in a static competitive environment for several years prior to SRO harmonization.Investment Executive
We've come through our strategic review refocused, recharged and reinvigorated with a new mandate.The Globe and Mail
Excessive spending is oftentimes not useful or unwelcome at the advisory level. Advisors want to be working on the same side of the table as their clients.The Globe and Mail
An important piece could be a cost analysis of the proficiency framework we have in place now. Once a fulsome analysis has been done, then we can start a conversation around solutions.Wealth Professional
Open to interesting conversations, collaborations, and good causes.