Speaker | Wealth Management Consultant | Behavioral Scientist | Stoicism Padawan | Fintech Advisor | Podcast Host | Bestselling Author | Adventurer
Life is all about making decisions. My work is focused on how we can make better decisions so that we can get to better results – in investing, in leadership, and in our personal lives.
years as lawyer, senior investment banker, wealth management executive, and fintech investor and advisor
wealth management businesses built and led for large global firms
client investment assets
completed M&A transactions and strategic advisory mandates
professionals hired and managed
advisors worked with
Launched 2 unique and innovative Goals-Based Investing platforms for high-net-worth and retail clients
Doctorate in Behavioral Finance (thesis on investor and adviser decision-making)
MBA in finance, Law degree with a focus in corporate and banking law
Author, Uphill: How to Apply Ancient Wisdom and Modern Science to Life's Choices and Challenges
Author, Am I OK?: 22 Essential Questions for Investors and Advisor to Achieve Financial Health
Author, Making Your Money Work: The Secrets to Financial Health
Publisher, The Goals-Based Advisor Newsletter
Personal Finance Columnist, The Globe & Mail Newspaper
Expert Columnist, Advisor.ca
Host, The Future-Ready Advisor Podcast
What is your idea of perfect happiness? Enjoying a good meal, some wine, and a few laughs with friends and family. What is your greatest fear? Living someone else’s life. What is the trait you most deplore in yourself? Impatience. What is the trait you most deplore in others? A sense of entitlement. Which living person do you most admire? Angela Merkel. What is your greatest extravagance? Used to be ties – thanks to Covid, no longer an issue. What is your current state of mind? Contemplative. What do you consider the most overrated virtue? A neat desk or work area. On what occasion do you lie? When a loved one asks me what I thought of something they made that I didn’t like. What do you most dislike about your appearance? Nothing – stoicism teaches me to accept what I cannot control. Which living person do you most despise? Anonymous social media trolls attacking others not in their tribe. What is the quality you most like in a man? Character – doing the right thing at the right time for the right reason. What is the quality you most like in a woman? Character – doing the right thing at the right time for the right reason. Which words or phrases do you most overuse? Like. Look. What or who is the greatest love of your life? My wife and daughter. When and where were you happiest? Coming home from work to have my young daughter run into my arms, excited to see me. Which talent would you most like to have? Sing on-key. If you could change one thing about yourself, what would it be? Better able to stay in the moment.
What do you consider your greatest achievement? Convincing my wife to marry me. If you were to die and come back as a person or a thing, what would it be? An eagle or falcon. Where would you most like to live? I am fortunate enough to be able to split my time between Toronto and Vienna. What is your most treasured possession? Physical and mental health. What do you regard as the lowest depth of misery? Self-pity. What is your favorite occupation? Reading, writing, talking (not necessarily in that order). What is your most marked characteristic? Goal-setting, planning, and execution. What do you most value in your friends? Loyalty. Fun. Shared Values. Who are your favorite writers? Will Storr, Malcolm Gladwell, Erich Fromm, Alexandre Dumas, Margaret Atwood. Who is your hero of fiction? Edmond Dantes – The Count of Monte Cristo. Which historical figure do you most identify with? Hector of Troy. Who are your heroes in real life? Terry Fox, Nelson Mandela, Mother Teresa. What are your favorite names? Isabella, Matthias. What is it that you most dislike? Wasted talent. What is your greatest regret? No regrets – I am blessed with what I have and what is in my control. How would you like to die? Of old age, having made a difference, with friends and family sadder for my passing, but happy for the life I have lived. What is your motto? “There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.” Thank you, Ernest Hemingway.