With over 7 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 Accounting from Université de Montréal.
My commitment to continuous education has earned me the Financial Planner (F.PL.) designation conferred by the Institut Québécois de Planification financière as well as the Fellow of Canadian Securities Institute (FCSI) designation and Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Success Begins With Understanding
Your hopes and expectations are at the heart of your financial plan.
That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Tim – Making sure Patty's legacy lives on
When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.
Steve & Lee-Ann – Creating a personalized plan to retire early
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.