As a Financial Planner with Meridian, my focus is working with you to build an investment plan that is tailored to your individual needs. We start by identifying your goals and prioritizing them. We then build a plan and implement strategies to meet these goals. Having a reliable roadmap is critical to realizing your personal financial success.
I started working in the financial industry in 2014 and joined Meridian in 2017. During that time, I’ve gained experience in wealth management, investment planning, mortgages and day-to-day banking needs. I’ve completed the Canadian Investment Course (CIFC) and remain committed to continuing my education. I hold the Personal Financial Planning designation and continue to educate myself by taking other industry-related courses. Advancing my skills and knowledge helps me stay current with market developments and financial planning strategies.
Growing up in Fort Erie, it has always been important to me to give back to the community. I have coached sports and organized free financial literacy seminars in the past. When I’m not working with Members, I enjoy an active lifestyle including soccer, golf, running (specifically the Crystal Beach 5K) and playing rec hockey throughout the winter.
As a Meridian Financial Planner and your neighbour, I look forward to working with you to build a tailored investment plan that helps you realize your personal financial goals.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English