1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Phone
Office Location
I have been working in the financial services industry since 2011, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor of Commerce, with a minor in Economics from McMaster University.
I look forward to working with you.
Certificates
B.Comm.
CFP®
QAFP™
Languages
English
Education
B.Comm. - Michael DeGroote School of Business, McMaster University
Your priorities are important to us. We can work together towards your goals, and can help with:
Work with us to assess and recommend strategies that can help to reduce your tax burden, and:
We can offer strategies to help you become retirement-ready by discussing questions like:
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
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