A senior investment professional with a strong track record of success as a risk centric institutional investor and with strong business management acumen focused on the successful strategic and operational management of investment firms. An accomplished regulatory compliance professional with significant experience in and understanding of the principles-based nature of the Canadian regulatory environment.

Noted as an effective Director with a strong commitment to and experience in corporate governance. A staunch supporter of emerging Canadian businesses who commits time and capital to start up companies. Passionate about Sustainable Investing believing that not only do “good companies make good investments” but that the principles of sustainable investing are integral to effective investment management policies and procedures. Has a track record of providing support and mentorship to the next generation of investment professionals.

Current Board of Director appointments:

• ChapelGate Credit Opportunity Fund (managed by Orchard Global Asset Management)
• Angel One Network (a member-based group of accredited angel investors)

Current Independent Review Committee appointments:

• Russell Canada Inc Educators Financial Inc.

Current Advisory appointments:

• Four Eyes Financial (a wealth tech start-up company)
• Telfer Capital Fund, Telfer School of Management, University of Ottawa

Past Appointments:

• Board of Directors, The Geoffrey H Woods Foundation (Chair of the Investment Committee).
• Board of Directors, The Hnatyshyn Foundation (Chair of the Governance Committee, member of the Finance and Audit Committee)
• Board of Directors, Ottawa Community Housing Corporation (Chair of the Governance Committee, member of the Finance and Audit Committee)
• Board of Directors and Treasurer, Ottawa Women’s Health Counsel
• Chair, Independent Review Committee, Equium Capital Management. Chair, Independent Review Committee, Sphere Asset Management ETFs Chair, Independent Review Committee, Encasa Financial Inc.
• Advisory Committee, Solus Recovery Fund II Offshore LP Investment Committee, Aqueduct Foundation
• Chair, Steering Committee, Open Doors (a Burlington Ontario based charity serving families and individuals in need)