With more than 25 years of experience in the financial services industry combined with my passion for people, I have a unique perspective on helping Members achieve overall financial health.
As an Investment Specialist with Meridian Credit Union, I work with you closely to identify your goals and build a customized plan to help you achieve them. It’s important to understand the investments you own, why you own them and how they fit within your financial plan, taking into account your personal financial situation and tax considerations. You can always count on me to provide unbiased advice and products based on your needs, not mine.
Knowledge is power, which is why I emphasize Member education and ongoing professional development. I have my Canadian Investment Manager designation and remain committed to future education. I also regularly attend financial workshops, seminars and conferences to ensure I can consistently add value for Members.
Meridian’s commitment to community is a shared value. I live in Gravenhurst where I ski, hike and give back to our community by participating in local events throughout the year.
As a Meridian Investment Specialist and your neighbor, I look forward to helping you achieve your investment and retirement goals.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.