About Me

Hey there! I’m Jeremy.

My journey began with a deep interest in investing and economics. But the pivotal moment came when I stepped into the role of a service business leader.

For over a decade, I was the Managing Director and Principal of a service business as we grew to 70 team members consulting 200 affluent families on $20 billion in investments. I chaired our Investment Committee and steered firm-wide strategy as a member of the Executive Committee. My focus was often on navigating the opportunities and challenges of growth: designing and operationalizing our strategic initiatives, performance metrics, and recruiting, while fostering an award-winning culture.

I live in Toronto and am a proud husband and father of four.