Portfolio Manager

Jack completed his bachelor’s degree in Banking and Finance at the University of London (U.K.), and pursued his interest in Wealth and Investment management, obtaining his CFA in 2019. With nearly a decade of experience in the industry, he has had the privilege of working with clients from diverse backgrounds. When it comes to establishing and maintaining relationships with clients, Jack believes that the focus should be placed on building trust, providing support during the stages of their financial journey, and ensuring that all financial decisions are made based on the goals that have been discussed and are in the client’s best interest.

Outside of work, Jack enjoys reading, spending quality time with his two young children and is a proud supporter of the Toronto Blue Jays.