I have been working in the financial services industry since 1990, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelors degree in Economics from University of Waterloo. I also hold the Chartered Investment Manager (CIM), the Certified International Wealth Manager (CIWM) and the Fellow of the Canadian Securities Institute (FCSI®) offered by the Canadian Securities Institute. In addition, I hold the Certified Financial Planner (CFP®) designation offered by the Financial Planning Standards Council.
I look forward to working with you.