I have been working in the financial services industry since 1990. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Burnaby / Vancouver area. During the last 10 years, I have focused exclusively on financial planning and fostering strong client relationships.
I hold a Bachelor degree in Business Administration from Simon Fraser University. I have also completed the requirements for the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standard Council.
I look forwarding to working with you to help you achieve your personal financial goals.