Why I Do This Work

I’ve spent most of my career helping others build certainty — through analysis, structure, and disciplined thinking. Yet over time I saw something that numbers couldn’t solve: even the most accomplished professionals often feel unsteady, disconnected, or unseen. They know what they’re doing, but not always why they’re doing it.

That realization is why I do this work.

I began my life in rural New Brunswick, where resourcefulness was part of the Maritime air. After studying economics and earning a graduate degree from Cambridge as a Chevening Scholar, I entered institutional investing — first as an analyst, then as a consultant. The models were sound, the data compelling, but the human side of decision-making was always the wild card. Emotion, pride, fear, and group dynamics moved more capital than any spreadsheet ever could.

Earning the CFA charter in 1999, I spent the next two decades teaching thousands of candidates around the world. I admired their discipline and intellect, yet I saw a pattern: people mistaking performance for mastery. The fear of being wrong ran deep. Many equated success with exhaustion. It became clear that professional education — mine included — had trained technical competence but rarely touched the human side of leadership.

After years of global travel, I took a three-year sabbatical aboard my sailboat on Vancouver Island. I studied wind and weather, read philosophy and psychology, and learned how calm can be an act of strength. That time away reshaped how I understood value — not as accumulation, but as attention.

Today I bring those lessons to professionals who want more than advancement: they want coherence, confidence, and a sense of purpose that outlasts the market cycle. My work helps them slow down, reconnect technical mastery with self-awareness, and rediscover clarity under pressure.

I meet clients face to face — in Toronto’s Financial District, along the waterfront, or sometimes aboard the same boat where I learned these lessons myself. Every conversation is different, but all begin with sincerity and trust.

I do this work because careers are human stories. Beneath every credential and title is a person trying to think clearly, act with integrity, and remain steady amid noise. My task is to help them do just that.