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Financial Planner
Building your financial future – together
850 Keewatin St Winnipeg, MB R2R0Z5Map
I have been working in the financial services industry since 2000, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelor of Arts degree in Economics and Political Science from the University of Winnipeg. I also hold the Financial Management Advisor (FMA) designation offered by CSI. I look forward to being with you every step of the way as we work together to achieve your personal financial goals.
Available at 1 other location(s)
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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