Curious by default. Occasionally overanalytical. Usually looking for the reasoning behind the obvious.
I came into financial services through accounting. I completed an Advanced Diploma in Accounting at George Brown College in June 2025, and followed it with the Canadian Securities Course in January 2026 — partly because the credential is useful, and partly because I wanted a proper grounding in how securities, accounts and markets fit together rather than picking it up in fragments.
Before BMO, my experience was commercial. At Rogers I led a small field sales team — setting priorities, managing performance, and coaching people through better conversations. At TELUS, the work was consultative: understanding what a client actually needed, building relationships that lasted beyond a single transaction, and recommending solutions that fit. Different industries, same underlying lesson — the results tend to follow the quality of the judgement, not the volume of the activity.
At BMO Nesbitt Burns, my role sits within investment operations, supporting advisors and employees across the firm. It's given me exposure to how investment accounts are structured, how registered products work, and how transactions move through operational workflows — along with the documentation requirements, risk controls and regulatory expectations that surround all of it. The part I enjoy most is the analysis: taking a case that looks tangled, working through the policy, the procedure and the system records, and getting to an answer I can stand behind. I'd rather understand why a process works the way it does than follow it blindly, and when a process seems inefficient, I want to know whether it's the process, the system, or my own understanding that's at fault — it's usually worth checking all three.
What I'm interested in understanding
I don't think of my professional interests as pointing at one particular job. They're broader than that — the questions I keep coming back to, in my work and in what I read:
- How businesses operate, grow and make financial decisions.
- How financial markets function, and how capital moves through the economy.
- Accounting, financial reporting and corporate finance.
- Investments, asset management and the broader financial ecosystem.
- Business strategy, economic developments, and the relationship between finance and society.
Some of that I meet directly in my current role; the rest I follow from the outside, by reading and paying attention. Either way, it's the direction of my curiosity — not a destination I've picked.
I'm still early in my career, and I'm deliberate about that. I'm building depth in the work in front of me while staying open about what I don't know yet. Outside of work, that same curiosity runs in other directions — how people think, how societies change, how technology is reshaping ordinary work — which I write about a little further down this page. The through-line is simple: I like understanding how things work, and I'm willing to do the unglamorous reading and checking that understanding requires.