With over 15 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 of Commerce – Honours Business Administration.
My commitment to continuous education, as well as completion of required qualifications, has earned me the Personal Financial Planner® (PFP®) designation conferred by the Canadian Securities Institute along with my FPSC Level 1® Certificant in Financial Planning conferred by the Financial Planning Standards Council. Additionally, I hold a Certificate in Retirement Strategy further supporting retirement planning solutions.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.