My role

Chief Executive Officer and Portfolio Manager of NCM Small Companies Class and NCM Income Growth Class.

What I enjoy about work

As a Portfolio Manager, providing clients with better financial outcomes. As a CEO, leading the team to build the premier asset manager in the country while exceeding our client and employee expectations.

How I got here

I graduated from the University of Windsor with a B.A. in Economics and Finance and am a CFA charter holder. Before joining NCM Investments in 2004, I was trained by some of the best in the business at Altamira Management.

What I do outside of work

Family, soccer, reading, and helping teenagers and young adults with financial literacy and the magic of compounding!

Favourite advice

Do something that doesn't feel like work - something you would do even if nobody would pay you to do it.