I get complex financial-services programs delivered.

Institutional clients relied on the portal for analytics, reporting and service. I owned its digital strategy, governance and delivery.

• Led 8 project managers and co-located teams of engineers, QA, UX designers and business analysts
• Owned a ~$3M CAD annual budget and set priorities across 5–10 concurrent projects
• Ran bi-weekly executive steering committees on budget and program status
• Set SLAs and OKRs with technology vendors and coached PMP-trained PMs through the move to Agile

Launching in Canada meant meeting local regulatory requirements and showing the Canadian business could operate independently.

• Implemented a third-party custody solution integrated into the enterprise technology stack
• Integrated a fiat on-ramp and off-ramp with a Canadian bank and a leading payments provider
• Connected a books-and-records system via APIs and set up real-time Kafka feeds for AML market surveillance
• Produced architecture diagrams for regulators and senior stakeholders

Teams lose hours to manual document handling, reconciliations and repetitive customer questions. We use AI as a practical tool to take that work off their plate.

• Agentic AI that captures data from identification and legal documents
• Automated financial reconciliations
• First-line customer service through chatbots and agentic email replies
• Measurement frameworks that show executives the business value

Canada's Retail Payment Activities Act puts payment service providers under Bank of Canada supervision. We help PSPs understand where they stand and build what's missing.

• Review existing policies against RPAA requirements
• Assess regulatory gaps and readiness
• Design the business processes and operating model to close them