Platinum | Mutual Funds in Financial |
Platinum | Insurance Agents and Brokers in Services |
Gold | Financial Advisors in Financial |
I am a Certified Financial Planner and have been working in the financial industry for the past 10 years after receiving a Bachelor of Commerce degree with a focus in finance and statistics. I’ve seen firsthand that there seems to be a misconception that financial planning is only for retirees or those who are wealthy.
It is my mission to increase financial education to empower Canadians to make informed financial decisions regardless of age or income. I take the time to understand your situation and what is important to you. Your financial plan needs to evolve as life throws you curve balls and I can help you navigate those challenges.
In this digital age, I'm pleased to offer virtual meetings and electronically signed documents. Not only is this convenient for my clients, but it allows me to reach many more families across the province.