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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 a Bachelors degree in Commerce (Honours) from the Asper School of Business, University of Manitoba. I also hold the CHARTERED FINANCIAL ANALYST® (CFA®) designation and CERTIFIED FINANCIAL PLANNER® (CFP®) certification offered by the CFA Institute and the Financial Planning Standards Council, respectively.
I look forward to working with you.
Fax: (204) 988-2398
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.
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