As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.
In my role, I focus on four key areas:
- Build net worth – Identifying investment solutions that align to my clients' evolving needs.
- Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.
- Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
- Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.
I am passionate and committed to helping my clients feel more confident in their financial future.
With over nine years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I hold a bachelor's degree in Integrated Sciences, Environmental Sciences and Decision Planning from the University of British Columbia.
My commitment to continuous education has earned me the Certified Financial Planner (CFP®
) designation conferred by the Financial Planning Standards Council and the Chartered Investment Manager (CIM®
) designation conferred by the Canadian Securities Institute.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.