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New mentor!
Member since 2025
  • Toronto
  • Hong Kong
About the mentor

With more than 27 years in wealth management, I have guided ultra-high-net-worth clients—including business owners, entrepreneurs, financial sponsors, gatekeepers, family offices, and endowments—through every market cycle. My expertise spans portfolio construction, tactical asset allocation, and delivering investment strategies across a full range of asset classes and financial solutions. Whether generating new investment ideas or supporting clients through periods of volatility, I am dedicated to delivering clear guidance and personalized service.

Throughout my career, I have valued the opportunity to partner directly with clients: engaging in strategic conversations with sophisticated family offices, simplifying complex investment topics, and ensuring each client feels supported and informed. I am equally passionate about developing talent, mentoring junior colleagues, and offering constructive feedback on both technical skills and professional development.

Beyond my corporate role, I have also been involved in meaningful community work for over 23 years as a volunteer. By regularly visiting high-security prisons, I strive to build genuine connections and make a positive, lasting impact on the lives of inmates—an experience that has enriched my perspective and deepened my commitment to helping others.

Expertise
  • Asset Management
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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