As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Continue to enhance my services and be the best provider of personalized, relationship-oriented, financial and insurance services to all of my clients.
Qualifications
Certified Financial Planner®
Member of Advocis – The Financial Advisors Association of Canada
Registered for the sale of Mutual Funds with PEAK Investment Services Inc.
Licensed Insurance Representative for Life and Accident & Sickness Insurance