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I have been working in the financial services industry since 2001 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold an Honours Bachelor of Business Administration degree in Finance from Brock University. I also earned the Personal Financial Planner designation (PFP®) offered by the Institute of Canadian Bankers, the Canadian Investment Manager (CIM) designation offered by the CSI, and was awarded the honour of being a Fellow of the Canadian Securities Institute (FCSI®).
I look forward to working with you.
Fax: (905) 354-5873
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.