I have been working in the financial services industry over 15years, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor of Commerce degree from the University of British Columbia.
I also hold the Certified Financial Planner designation offered by FP Canada, the Chartered Financial Analyst designation offered by CFA Institute, and the Financial Risk Manager designation offered by the Global Association of Risk Professionals.
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:
1. Build net worth – Identifying investment solutions that align to my clients' evolving needs.
2. 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.
3. Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
4. 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.
I look forward to working with you.
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89 Vanderhoof Ave,
Toronto,
ON M4G2H5
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