Manage Prudently, Guide Purposely
As an investment professional in the financial services industry for 15 years serving families, professionals, physicians and business owners, I strive to serve clients with unbiased advice, care and values. During my high school years, I was raised by Benedictine Monks that instilled the spirit of community and serving others. Looking back, at a young age I have always enjoyed interacting and helping people. Being in my current role as an Investment Advisor, this allows me to help people in a practical and meaningful way.
In terms of my educational background, I have successfully completed the Personal Financial Planning designation (PFP), the Chartered Investment Manager (CIM) designation and received the Fellowship of the Canadian Securities Institutes (FCSI) designation - a prestigious designation awarded by the Canadian Securities Institute. Along with my financial accreditation, I also have a degree in Philosophy.
