Planning for your financial future is never one size fits all, which is why I focus on your specific needs and goals. While it’s important to work towards long-term objectives such as retirement, homeownership, and education planning, there are plenty of shorter-term goals to consider, as well.
I am passionate about making investment planning comfortable and easy to understand, keeping you informed while helping you stay on track. As a Meridian Investment Specialist, I have access to industry-leading investment and planning tools and will make sure you’re set up with the banking and credit products you need.
As part of my role as an Investment Specialist, I am committed to ongoing education. I have a Bachelor of Business Administration degree and five years in the financial industry. I have completed the Investment Funds in Canada course and I’m currently working towards my Personal Financial Planner (PFP) designation.
Born and raised in Niagara Falls, I spend my free time playing golf, exploring the Niagara wine industry, and taking part in Meridian’s community events. Based at Meridian’s Fonthill location, I look forward to helping you on your personal path to financial success.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English