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Senior Financial Planner
Building your financial future – together
2105 Daniel-johnson Blvd Laval, QC H7T1H8Map
I have been working in the financial services industry since 1998, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelors Certificate in Financial Planning and a Specialized Graduate Diploma in Management from HEC Montreal. I also hold the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council and the Financial Planner designation offered by the Institut Quebecois de la Planifcation Financiere. I am also a Certified Retirement Specialist. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Toll Free: (877) 973-1719
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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