I started in the agency era — when "digital strategy" meant building a Flash site, the iPhone was an event, and "AI" was a sci-fi reference. I spent the early years inside Capital One, Rogers, and TREND Financial — running design systems, advertising creative, and conversion experiences for brands where every dollar of media spend was scrutinized.
Around 2018 two things became clear. One: the industries that need AI the most — mortgage, real estate, law, healthcare, finance — are also the most under-served, because compliance, privacy, and regulatory weight scare off generic vendors. Two: the tools we'd been promised for a decade — AI that actually worked — were finally here. I shifted my focus there.
Today I co-built AI Canadian Solutions alongside a team I deeply respect — a platform that brings production-grade AI voice agents, document intelligence, and lead-routing into the hands of brokers, agents, and law firms working inside regulated Canadian frameworks (FSRAO, RECA, OSFI B-20, PIPEDA, Law Society conduct rules). Our bet is that the winning AI products in these industries won't be the cheapest or the flashiest — they'll be the ones that respect the compliance line, and the privacy of every client behind every record.
My day-to-day is more strategist than stack-jockey. I think about what to build, who it's for, and — maybe more importantly — what to deliberately leave out so the product stays clear-eyed about its market. The same lens I use when I help shape the AI Voice Manager mobile experience, the InvestorTheory creator CMS, and a handful of smaller bets. The work hasn't changed as much as you'd think since the agency days. It's still about designing systems people actually want to use, and getting the right team to ship them before the window closes.
