Most people need help in developing a road map to a successful financial future. Whether your specific needs focus on investments, taxation, estate planning, or your pension and retirement, leveraging my experience and professional training will help you get there.
As a Senior Wealth Advisor at Meridian, I have access to a large pool of investment options to meet your individual needs. These are offered through our partnership with Credential Asset Management Inc. We are completely independent of any manufacturer, and are therefore able to provide advice completely free of any bias, specifically suitable for you.
I have dedicated myself to continuous learning and have earned the Certified Financial Planner (CFP), Canadian Investment Manager (CIM), and the Financial Management Advisor (FMA) designations. My greatest job satisfaction is seeing you and your family achieve your goals comfortably.
At Meridian Credit Union we are your partner in business and in the community. We offer our members the best in personalized advice, and I am looking forward to the opportunity to show you how we can help you and your family.