As the Chief Product Officer for our investment products and services, as well as our wealth and SMB solutions, I bring a passion for innovation and excellence in financial services. Since joining the Purpose family in 2020, I’ve focused on enhancing the advisor experience and driving growth, ensuring our offerings meet the evolving needs of our clients.

Prior to Purpose, I was part of the founding team at Wealthsimple, where I served as CIO and COO, helping to shape a new era of accessible investing. My career began as an advisor at RBC Dominion Securities, where I developed a deep understanding of client needs and market dynamics.

I’m driven by a belief that everyone deserves access to high-quality financial solutions that empower them to achieve their goals. I’m dedicated to pushing the boundaries of what’s possible in our industry, leveraging technology and innovation to create more inclusive, efficient, and impactful financial services. I hold a BA from Huron College at Western University and am committed to fostering a culture of collaboration and creativity in all my endeavours.