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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.
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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