I have worked in a wide variety of financial services roles, first as a front line service representative and later as an advisor and personal banker. Most recently, I also had the pleasure of serving as a branch manager. While I enjoy spending most of my free time with my family, I am also a committed Scouts leader, an advocate for Kids Help Phone, and I love to golf!
Throughout my career, I have found that I most enjoy working directly with people, helping them uncover their financial needs and plan a way forward. With that in mind, I began the Personal Financial Planner (PFP) program and earned my designation in 2017. I am so pleased to be part of this values-centred, faith-inspired credit union, where I can focus on building relationships and helping members discover the financial solutions that are right for them.
I am passionate about building relationships and educating members, so that we can create financial solutions together. I look forward to meeting you to develop a financial plan and assist with all your investment needs.
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
<$100,000
Individual
MFDA
- Ontario