I have been working in the financial services industry since 2015. Prior to taking on the role of Financial Planner, I was a Senior Financial Adviser in the Newmarket area. During the last four years, I have focused exclusively on financial planning and fostering strong client relationships.
I hold a Bachelor of Arts with Honours degree in Business and Economics from York University. I have also completed the requirements for the Canadian Securities Course (CSC), Wealth Management Essentials (WME) designation conferred by the Canadian Securities Institute.
I look forwarding to working with you to help you achieve your personal financial goals.