Product manager designing the agent layer for finance — where the model proposes, the human decides, and both leave a trace.
Senior Product Manager — CIBC Investor’s Edge
Toronto · previously London · building since 2019
The product is no longer the dashboard. The product is the agent — and the seams where it hands control back.
Coordination is free now. What’s scarce is taste — knowing which of a thousand generated paths is the one to ship.
Speed of iteration is a proxy for conviction. If you can’t rebuild it in a weekend, you probably shouldn’t defend it for a quarter.
Trust is the only moat left. Every opaque recommendation spends it; every legible one earns it back.
Product teams drown in Slack, GitHub, support. Themes surface weeks late — if at all.
An agent reads every channel, scores sentiment and urgency, clusters intent, drafts the epic.
Ingestion → embeddings → urgency model → theme clusters → epic generator.
Weekly roadmap review collapsed from days to a ten-minute scan.
Self-directed investors face N possible actions. “What should I do?” has no honest answer.
Solver first. Language second. The model narrates what the math already decided.
Holdings → tax + market model → ranked actions → conversational follow-up.
One defensible recommendation — with reasoning a retail investor can read and argue with.
Facing surgery in 2026. Needed to read my own CT scans. They sat behind a paywall.
Skipped the hospital software. Prompted a browser-native viewer into existence.
Drag-drop DICOM parse · window/level · pan/zoom · multi-frame · full metadata · zero server.
Proof that a weekend + a model removes a gatekeeper. Open source from day one.
A background loop that reads every channel, clusters intent, and proposes roadmap work — while the team sleeps.
Turn fragmented customer signals into clear product priorities.
State, tax, and signal collapsed by a deterministic solver — then narrated by a model the human can overrule.
Help investors make better decisions through structured reasoning.
I work at the intersection of data, systems, and human judgement — three surfaces that keep converging as AI matures. Financial markets. Digital health. AI-assisted investing.
Started in London building fintech — FX, payments, trading. Moved to Canada for connected health, where decisions had to survive regulators. Now at CIBC Investor’s Edge, prototyping the agent layer for Canadian retail investors.
When the model is faster than you, what’s left to decide?
Offline: golf, Sunday roasts, rugby, and renovating a house in Toronto with my wife Natalie.
Senior Product Manager
Prototyping the agent layer for Canada’s self-directed investors — personalisation, AI-assisted analysis, and how clients read portfolios, opportunities, and signal.
Manager · Connected Health & Intelligent Systems
Product strategy for connected healthcare platforms — device data, analytics, and mobile clinical decision-support.
Associate Product Manager · Global Trading Platforms
Trading infrastructure and digital experiences for institutional and retail financial markets.
Product Analyst
Fintech payments infrastructure, FX products, and digital financial services.
Open to conversations on agents, fintech, and the edge between what a model proposes and what a human actually trusts.
Based in Toronto · open to remote