I have been working in the financial services industry since 1999. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Guelph and Cambridge areas. During the last 6 years, I have focused exclusively on Financial Planning and fostering strong client relationships.
I hold a Bachelor of Arts Honours degree in Anthropology and Sociology from Trent University and I have also completed the requirements for the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council.
I look forwarding to working with you to help you achieve your personal financial goals.