As a trusted Meridian Senior Financial Planner, I take the time to build strong long-term relationships with all Members. I understand that everyone’s life and financial situation is unique and I keep that in mind when providing a investment plan form our Members.
I believe in providing superior personalized services in order to match your needs with the right financial products, and I ensure you clearly understand your wealth planning options so we can match your portfolio with solutions that will help you reach your goals.
I have acquired more than twelve years of experience as a trusted investment specialist. I have also received the Fellow, Institute of Canadian Bankers (FICB) designation from the Canadian Securities Institute, and have completed the Canadian Securities Course as well as Wealth Management Essentials. In addition, I have earned a Master’s degree in Business Administration (MBA) with a concentration in Financial Services from the Université du Québec en Outaouais. I am committed to continuing my education, as well as regularly attending financial workshops, seminars and conferences.
As a Meridian Senior Financial Planner and your neighbour, I look forward to working with you to create a portfolio that is tailored to your needs, objectives and values.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Language(s) Spoken:
English