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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 a Master’s degree in Business Administration from the University of Victoria as well as the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council. I am also a Certified Retirement Specialist. I look forward to working with you.
Fax: (250) 953-6007
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.