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I have been working in the financial services industry since 1988. Prior to taking on the role of Financial Planner, I was a Relationship Manager with the Commercial Bank in the Simcoe-Muskoka area. I have held various leadership positions with the TD Bank, and have been actively engaged in fostering strong client relationships while helping clients achieve their financial goals.
I hold an Honours Degree in Economics from the University of Ottawa.
I look forward to working with you to help you achieve your personal financial goals.
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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