About

Two decades of counsel,
one principal at a time.

Managing Principal
Founder & Principal Advisor
Founder

Built on Two Decades Inside Global Financial Institutions

North Gateway Advisors was founded after more than twenty years advising within leading international financial institutions across wealth strategy, corporate structuring, and cross-border advisory.

Over the course of that career, the firm's founder worked closely with high-net-worth principals, internationally active entrepreneurs, and globally connected families navigating complex financial and strategic decisions across multiple jurisdictions.

Today, that same institutional discipline operates independently — free from bureaucracy, product-driven conflicts, and transactional banking culture — providing discreet strategic advisory tailored to the long-term interests of each client.

The firm was established to deliver institutional-grade strategic counsel with the level of discretion, clarity, and personal attention rarely available within large financial organizations.

20+ Yrs
Wealth Management
Strategic
Financial Planning
Cross-Border
Corporate Advisory
Journey

A career, in milestones.

2003
Global Banking Institution

Began career in private wealth and institutional advisory.

2009
Regional Financial Group

Led strategic wealth mandates for high-net-worth principals.

2015
International Private Banking Platform

Focused on cross-border structuring and family office advisory.

2026
North Gateway Advisors

Established an independent advisory practice serving globally connected clients from Calgary.

Recognition

Certifications & honors.

Certified Wealth Advisor
Institutional Governance Standards
Board-Level Financial Counsel
Cross-Border Strategic Advisory
Multi-Jurisdiction Expertise
Global Strategic Coordination
Recognized Excellence
Private Advisory