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Senior Financial Planner
Building your financial future – together
3030 Colonel Talbot Rd London, ON N6P0B3Map
I have been working in the financial services industry since 1998. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Windsor area. During the last 8 years, I have focused exclusively on financial planning and fostering strong client relationships. I have completed the requirements for the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council, as well as the Financial Management Advisor (FMA) designation conferred by the CSI. I am also a Certified Retirement Specialist. I look forward to being with you every step of the way as we work together to achieve your personal financial goals.
Available at 1 other location(s)
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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