I have spent nearly 30 years advising individuals and families on complex financial decisions, both in institutional environments and as a trusted private adviser.
 

Raised in Canada, I moved to the UK to complete my Master’s degree. My career began in investment banking, where I held Director and Managing Director roles at firms including Merrill Lynch, Bear Stearns, Jefferies, and Dresdner Kleinwort Benson.

I later founded Clara Wealth Management, a London-based financial planning firm, where I worked closely with high-net-worth families, helping them align borrowing, investment, and long-term planning decisions.

I hold a Bachelor of Arts in Economics and Business from York University (Canada) and an MSc in International Securities, Investment and Banking from the ICMA Centre at Henley Business School. I am fully qualified in regulated financial planning and mortgage advice, and I am a member of the Society of Mortgage Professionals.

My approach is thoughtful, analytical, and highly personal. Clients value clarity, discretion, and advice that is grounded in experience — particularly when decisions involve significant capital and long-term implications.

Outside of work, I enjoy spending time with my wife and son, skiing, sailing, travelling, and playing guitar. I hold the RYA Offshore Yachtmaster licence, have skippered two transatlantic crossings, and hold British, Canadian, and Polish passports.