I knew from a young age that I wanted to work with numbers. I took finance and economics while attending university and I started my career in financial services by working at a small credit union while still in school. In 1998, I graduated from McMaster University in Canada with a Bachelor of Commerce with an Economics minor and immediately began working for one of the national banks there.
My passion for finance resulted in quickly moving up the ranks within the bank and I took the necessary courses to become accredited as a Financial Advisor by the age of 24. It was definitely challenging convincing clients to trust their life savings with a kid, but my focus, service and growing knowledge allowed me to build one of the most successful practices within the bank.
When I speak with people about why I started Life Science Wealth and why I have a passion for helping professionals in this field, the answer is simple. My father Albert is my mentor and idol, and I almost lost him at a young age due to cardiac issues. He is still with us today due to the work and advancements made by professionals within the life sciences. My talents lie in wealth management, not sciences, and I find it extremely motivating and satisfying to take the weight of financial decisions off industry professionals so that they can do what they do best and concentrate of scientific advancement. In doing so, I feel that I am doing my small part in helping make sure that someone else's mentor and loved ones will continue to be with them for years to come.
Cell: (410) 279-4410