About Us

My mother ran a cleaning business, and I worked alongside her for years. I saw how hard she worked for every dollar, and what greater financial security would have meant to our family.

I turned to investing in the hope of building that security. My first stock purchase was a hot tip, and losing that money taught me to do my own homework. I became the first in my family to attend university, graduating with two degrees, and later became a registered Portfolio Manager.

I founded WPM because I wanted to make investment decisions for clients, free from the pressure to serve an institution’s priorities. That independence matters to me. So does taking responsibility for what I do with it.

The most useful lessons have come from years of work, mistakes, and market cycles. Experience has taught me to question what sounds convincing in theory and examine what holds up when real capital is at stake.

WPM exists for clients who want judgment and accountability. Every portfolio represents a name, a family, and a future. I manage accordingly.

My interest in investing led me to complete a Bachelor of Commerce in Finance with distinction.

My role at WPM takes me into almost every corner of the business, from technology and communications to improving how the firm operates. Each day brings different challenges. I love the variety, the difficult questions, and the satisfaction of making things work better.

Outside work, I read widely, particularly classic literature and history, with regular detours into science fiction and fantasy. I also enjoy the gym, experimenting in the kitchen, and keeping my cat, Rex, suitably entertained.

I started my career in the investment industry in 1981, and I still enjoy coming to work each day. I specialize in income strategies and dividend growth. My focus is on helping clients protect what they have built while investing in businesses that can provide a growing stream of income.

Outside the office, I’m a hard-core motorhead, and I love driving my Porsche.