As a Senior Financial Planner with Meridian, I take pride in being someone our Members count on.
What I enjoy most is helping to turn Members’ dreams into reality by guiding them through their journey. Together, we develop investment plans, track progress, and work toward achieving their financial goals. And while personalized financial advice is the foundation of what I do, proactive communication has always been a key to my success because it helps to build more effective and trusting relationships.
To deepen how I serve Members, I also collaborate with colleagues who have a diversity of experience and knowledge, including our Wealth Team and tax and estate planning experts.
I hold a Master of Arts degree from the University of Guelph and I’m committed to self-development, progress, and education. As a Personal Financial Planner (PFP®), I keep my current investment knowledge up to date by attending a variety of seminars.
Being involved with our community and helping others are core values that Meridian and I share. I often volunteer for financial literacy programs and at local Rotary Clubs. Outside of work, I enjoy spending time with my family, music, and trying various cuisines.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English, Farsi