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I have been working in the financial services industry since 2002. Prior to taking on the role of Financial Planner, I was working within TD Direct Investing in the Kingston area. During the last 5 years, I have focused exclusively on financial planning and fostering strong client relationships.
I hold a Bachelor of Arts degree in Economics from Carleton University. I have also completed the requirements for the Wealth Management Essentials from the Canadian Securities institution.
I look forwarding to working with you to help you achieve your personal financial goals.
B.A. Economics Carleton University
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.