With over 8 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I hold a Bachelor's degree in Business Administration from Brock University.
My commitment to continuous education has earned me the Certified Financial Planner (CFP®) designation through FP Canada, as well as the Chartered Investment Manager (CIM®) and the Fellow of the Canadian Securities Institute (FCSI®) designations conferred by the Canadian Securities Institute.
As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.
In my role, I focus on four key areas:
1. Build net worth – Identifying investment solutions that align to my clients' evolving needs.
2. Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.
3. Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
4. Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.
I am passionate and committed to helping my clients feel more confident in their financial future.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
First
75 Housey St Unit 1,
Toronto,
ON M5V0S4
Second
365 Queen St W,
Toronto,
ON M5V2A4
Second