As a Financial Planner, I focus on aligning your finances with your values and what matters to you. Whether you’re planning your retirement, saving for a large purchase or building your legacy, I conduct a thorough discovery of your goals to build your financial plan. Working together we can create a plan that helps you achieve all of your financial objectives and contributes to a more sustainable and responsible future.
I am a proud holder of the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) and Responsible Investment Specialist (RIS) designations. My work experience includes past roles at TD Wealth and MD Financial Management. My industry experience and education allow me to help Members make smart financial decisions and to weather market conditions confidently.
In my spare time I enjoy living a healthy and active lifestyle, which includes ultimate frisbee, basketball, football, and golf. When I am not playing sports, I cheer on all the Toronto sports teams and try to get out to as many games as possible each year. After work you can also find me cooking delicious and nutritious meals for myself and friends.
I look forward to working with you to build the financial plan that will move you toward your financial goals.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Home branches for Tyler
Languages spoken
English