My clients refer to me as a valued and trusted partner, with an instinct for knowing when to listen and when to contribute. I truly enjoy making connections and applying my expertise to create a sound financial plan for my clients to see them reach their goals
I believe everyone should have an investment plan that adjusts as your life changes. I use independent research to provide advice suitable for my clients’ needs.
I have over 12 years of experience in the wealth management industry and have been fortunate to have helped many people from all walks of life through different stages of their lives. It has been a privilege to play a part in helping them achieve their financial goals.
When I am not at work, you will find me driving my children to various activities, playing my favourite role as their personal cheerleader.
(905) 388-7296 · firstname.lastname@example.org
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.