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1:1 consultation across Asset Management and Strategy Advisory. Focused, practical, and discrete. Available only to verified leaders at leading companies.
Consultations are practical and outcome‑oriented. We focus on a single priority per week to ensure clarity and results.
Availability: Max one session per week (per client), virtual only
Eligibility: Verified leaders at leading companies only
Asset Management
Portfolio structure, risk framing, and decision hygiene. Calm, repeatable processes over noise.
Strategy Advisory
Company and product strategy, prioritization, and leadership cadence—clarity for next‑best moves.
Cadence: Max one session per week (per client)
Format: Virtual only
Availability: Limited—please propose a week
Eligibility: Verified leaders at leading companies only
Most projects under NDA
Governmental
Fortune 50 Energy Rating Agency Research
National Energy Administration Hydrogen Offshore Strategy
Family Office
Benelux Wealth Management | Overview
LP (Limited Partners)
Allocation Frameworks | Limited Partner (LP) Perspective
Private Markets and Asset Allocation | LP Perspective
Hedge Funds
Global Corporate Fund Services | Provider Market Overview
Global Corporate Fund Services | Customer Perspective
Niche Software Aggregators | PE Firm Overview
Insurance Investment Management | Market Overview
Private Markets Wealth Platforms | Pricing and Fees
Global Private Equity Investing | Market Overview
Asset Management Market
Work Experience
CPP Investments | Investissements RPC
Senior Product Builder - Quant Data Engineering (part time at PE valuation & Factor investing)
Nov 2019 - Oct 2023 · 4 yrs
CPP Investments | Investissements RPC
Data Specialist - Financial, Collateral, Trading
Nov 2018 - Nov 2019 · 1 yr 1 mo
University of Toronto - Computer Science
NLP & Big Data for Political Election & Investment Prediction Projects
Sep 2016 - Sep 2017 · 1 yr 1 mo · Internship
University of Toronto
Research Assistant - Military Aerospace & Industrial Nanomaterial & Suncor Energy Project
Sep 2013 - Sep 2016 · 3 yrs 1 mo · Internship
Education
Stanford University
Artificial Intelligence Professional Program
Aug 2024 – Present
Harvard Business School Online
AI Leadership
Dec 2025 – Present
University of Toronto
Master of Engineering - Nanomaterial & Machine Learning
University of Toronto
Bachelor of Applied Science (B.A.Sc.) - Material Engineering
Vice President, Chinese Engineering Student Association · Founder, Music Animal Charity Club
University of Toronto - Rotman School of Management
Engineering Business