With over 30 years experience in the financial services industry and access to the highest quality products and financial planning tools, I am able to offer the strong professional advice that helps you and your family achieve any financial goal you may have, whether it is purchasing a home, saving for your child’s education or retiring comfortably.
I will work with you to build a personalized financial plan that will be tailored to you based on your risk profile, investment objectives and time horizon. We will review it on an ongoing basis and make any necessary adjustments along the way to ensure you are on track to achieve your stated goals. My Personal Financial Planner (PFP) designation combined with a strong commitment to continuous learning and staying on top of financial industry news allows me to provide you with up-to-date financial planning advice.
As part of the Meridian team, I am a firm believer in community involvement and support. I live in Fonthill and enjoy giving back to our community by participating in local events throughout the year. I also enjoy traveling and spending time with my daughter, as well as my extended family and friends.
As a Meridian Senior Financial Planner and your neighbour, I look forward to talking to you about how I can help you realize your investment goals.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English