I have been working in the financial services industry since 2002. Prior to taking on the role of Investment Advisor, I was a Senior Financial Planner who serviced the Kerrisdale area. Since 2006, I have focused exclusively on financial planning and fostering strong client relationships.
I have completed the requirements for the CERTIFIED FINANCIAL PLANNER® designation conferred by the Financial Planning Standards Council as well I am a Life Insurance Advisor with TD Wealth Insurance Services.
I look forward to working with you to help you achieve your personal financial goals.