I have been working in the financial services industry since 2000 with a focus on fostering strong client relationships and helping my clients achieve their personal financial goals. I hold a Bachelor of Commerce Degree in Finance from the University of Calgary, a Business Administration Diploma in Accounting from Mount Royal University, and a CERTIFIED FINANCIAL PLANNER™ certification offered by FP Canada.
As an Investment Advisor & Financial Planner at RBC Dominion Securities, I work closely with my clients to help them accumulate, grow, preserve, convert and pass on their wealth at different stages of life. Because I believe the total wealth management approach to financial success, and I am passionate about helping my clients improve their families overall financial wellbeing and then achieve their financial goals. With my knowledge of financial planning, investment advice expertise and years of wealth management and financial service industry experience, my clients will benefit from comprehensive wealth management solutions and customized financial plan that address all their wealth needs so that they have peace of mind enjoying their life.
I understand that your financial needs are different at different stages of your life, and your personal goals will change over time. I'm here to work with you so that you and your family can be on the right track at any stage of your life.
