I work alongside CEOs, founders, and boards of banks, lenders, wealth managers, fintechs, and capital markets businesses — not as a coach, not as an outside opinion, but as a senior operator who plugs into the seat and produces the work. Strategy, capital, board materials, diligence, regulatory response, M&A, transformation. The thing that needs to happen this quarter — I lead it or I do it.
Twenty-five years across the stack.
Public-company CFO of a national asset manager through $20B AUM growth and the launch of Canada’s first crypto ETFs. CFO seats across mortgage finance and Canadian chartered banking. Trading-floor and capital-markets reps at one of Canada’s big-five investment banks. Senior fintech leadership. Schulich BBA.
How I work, and why it’s different.
I operate a purpose-built, AI-augmented executive bench — a 21-specialist system I’ve built and run — that lets me ship board-grade analysis, models, decks, and decision memos in days, not weeks. The point isn’t the AI; the point is the speed and quality of the work you get when an executive with three decades of judgment is paired with a deep operating bench.
Most engagements feel like you’ve quietly added a CFO, a strategy office, and a research team to your business — without any of the overhead.
Beyond paid work.
I serve on the board of Windmill Microlending — a national charity lending to skilled immigrants and refugees building new careers in Canada. I joined because the future of our financial services industry depends on who we welcome and what we help them build.
I also advise early-stage Canadian fintechs and emerging founders pro bono, several at any given time — because the people building what’s next deserve real help, not paywalls.
Available for.
- 01 Independent Director roles
- 02 Strategic Advisor retainers
- 03 Project leadership on capital raises, M&A, regulatory response, and transformation
Oakville. Open to engagements across Canada.