I have been working in the financial services industry since 2007. Prior to taking on the role of Financial Planner, I was a Branch Manager in the North Vancouver area. During the last 3 years, I have focused exclusively on financial planning and fostering strong client relationships.
I hold a Bachelors degree in Business Administration from British Columbia Institute of Technology and 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.