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I have been working in the financial services industry since 2004, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold the Canadian Investment Manager (CIM) designation and the Personal Financial Planner (PFP®) designation offered by the Canadian Securities Institute and I am a FPSC Level 1® Certificant in Financial Planning.*
I look forward to working with you.
*FPSC Level 1® is a certification mark of Financial Planning Standards Council. Used under license
You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.