In 1997 I started my financial services career at TD Direct Investing (formerly Green Line Investor Services) initially helping people trade online as a customer service rep. I then started managing those online trading platforms, meeting with top clients to help improve the site and the services, all the while studying charts and actively trading in my free time. During this period, I experienced the tremendous highs of the late 90’s technology bubble, and the equally staggering lows of 2002 and 2008, watching many clients make a great deal of money only to lose it all. I saw the impact of active trading on individual stress levels and the role emotion plays in people’s investment decisions. By 2012, I knew it was time to put my years of learning and experience into helping people grow their wealth steadily over time while effectively managing risk.
Growing your wealth is about more than just investments. It’s about setting goals, understanding time horizons and the role risk plays, and creating a plan to help achieve them – things many investors overlook.
My professional goal is to be known for helping people feel good that they have a plan in place and a proper strategy. Feel comfort and security in their financial health year after year. To provide peace of mind and help people achieve their dreams.
I’m successful if my clients tell you that they feel I have made their lives easier by taking care of their financial well-being, freeing up their time to build successful careers, businesses and families, and that no matter what stage of their life they are in, that they have the wealth and security that they need.
Let me manage your financial well-being so you can focus on the things that matter.