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I have been working in the financial services industry since 2007. Prior to taking on the role of Financial Planner, I was an Investment Advisor in the Montreal area. During the last 2 years, I have focused exclusively on financial planning and fostering strong client relationships. I have completed the requirements for the Financial Planner (F.Pl.) designation conferred by Institut Quebecois de Planification Financiere, the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council and a Master of Business Administration (MBA) from McGill University. I look forward to being with you every step of the way as we work together to 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.