As a Financial Planner, I value the relationships I build with my clients, helping them build financial confidence as they move towards their unique goals. I am ready to build you a personalized, written financial plan that aligns with your priorities, including strategies for retirement, tax, investment, and cashflow management.
Within my role, I aim to bring clarity to complex financial concepts, helping you take productive steps towards your dreams. Whether you want to buy a home, plan for retirement, or leave an inheritance, we’ll work together to help you reach your goals.
Since graduating from the Business Financial Service program program at Mohawk College, I’ve worked in an advisory role at Meridian, where I appreciate the shared value of putting our Members first. I believe in continuing education and have completed my Personal Financial Planning (PFP) designation.
As a resident of the Niagara region, I’m passionate about serving my community. Whether volunteering with my local church, offering teen mentorship, or participating in provincial conservation efforts, I seek to be a good neighbour by giving back to my community. I sincerely look forward to partnering with you, as well, joining you on your financial journey.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English