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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.
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.
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