I lead a comprehensive wealth management team that believes in providing customized solutions to our selected successful families to cover the 4 key pillars illustrated above.
These solutions guide our families to help build the lifestyle and legacy that they have worked so hard for.
My business card indicates Senior Investment Advisor as my title; however, we offer so much more than just investment advice.
Since 1996 when I entered the financial industry with TD, I have found that every decision clients make in life revolves around the lifestyle they want for their families.
We listen actively to our clients to fully understand what is important to their families and welcome their questions and updates as we work together.
We provide timely information to clients in terms they understand, so they can make the best decisions for their family.
We stay in contact with our clients regularly to keep them aware of any changes that may affect their situation.
I actively enjoy learning and continually work to enhance my knowledge to serve clients better. As a Certified Financial Planner (CFP®), Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM®) designation holder, I bring extensive education, ethics and over 15+ years of experience in the financial industry together to meet clients’ complex and changing needs.