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I work with you and your family to help grow and preserve your wealth. Together we establish a well-founded comprehensive and customized wealth management plan.
As a Certified Financial Planner, Chartered Investment Manager and Fellow of the Canadian Securities Institute with 16 years of industry experience, I am equipped with the knowledge and expertise to handle your complex wealth management issues. I am passionate about providing excellent customer service, a positive client experience and sound investment advice. I have established myself and my business with a strong focus on ethics and integrity. I believe that it is my duty to educate my clients and put the needs of my clients first.
I was born and raised in Thunder Bay and both my Honours and Masters Degrees are from Lakehead University. I am the founding chair of the GenNext Day of Caring with the United Way. We complete much needed projects around our community every year. My husband, Steve and I live with our family in the country and enjoy spending time on our small hobby farm.
Please Contact Us
Please call me at 807-346-1314 or email at email@example.com today to see if you and your family could benefit from my customized approach to wealth management.
Toll Free: 1(888) 566-1333
Fax: (807) 346-1310
Branch Office: (807) 346-1300
Branch Fax: (807) 346-1310
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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