As a trusted Meridian Senior Financial Planner, I am dedicated to building strong long-term relationships with all Members. I recognize that each individual's life and financial situation is unique and I tailor investment plans to meet those specific needs.
I am committed to providing superior, personalized services, ensuring that you understand your wealth planning options. My goal is to align your portfolios with solutions that help you achieve your financial objectives.
With over 17 years of experience in the investment planning industry, I hold several designations including Personal Financial Planner (PFP®), Registered Retirement Consultant (RRC®), Fellow of the Institute of Canadian Bankers (FICB), and Responsible Investment Specialist (RIS). I have also earned a Master's degree in Business Administration (MBA) with a concentration in Financial Services. I am dedicated to continuous learning and regularly attend financial workshops, seminars, and conferences.
As a Meridian Senior Financial Planner and your neighbour, I look forward to collaborating with you to create a financial plan that reflects 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