- Served as a principal of CAPCORP, advising clients on employee benefits and group retirement plans.
- Founding member and past chair of The Benefits Alliance Group Inc., a leading national alliance of independent employee benefits advisors, comprising 28 member firms that administer over 6,000 group benefit plans ($1.15 billion in premiums) and 1,100 group retirement plans ($2.5 billion in assets).
- Has served as a Director of the Conference for Advanced Life Underwriting, chairing its national Employee Benefits Issue Group, and is a member in good standing of The Financial Advisors Association of Canada and Advocis.
- Previously active in public service as a city councillor, campaign manager, executive assistant to a Member of Parliament, and chief of staff to a federal cabinet minister.
- Served 13 years on the board of the Royal Ottawa Foundation for Mental Health.