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Senior Financial Planner
Working together to achieve the financial goals that matter to you most
345 St Clair St Chatham, ON N7L3J8Map
I have been working in the financial services industry since 2002, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelor of Science degree in Life Sciences from McMaster University, as well as the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council. I am also a Certified Retirement Specialist. I look forward to working with you.
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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