I’m responsible for operations, client services, and finance at Canaccord Wealth across the Wealth Management, Financial Planning, and Fund Management businesses. I also oversee client assets and client money, ensuring they are adequately protected.
I joined the company as part of the acquisition of Hargreave Hale Limited. Before that, I was Joint Managing Director at Hargreave Hale, where I spent over 20 years before it was acquired by Canaccord in 2017.