RIA: Certified I view myself as someone who looks out for others. I’m passionate about providing the best advice and guidance to help ensure our members have the peace of mind knowing they are on track to achieve their financial goals; whether it is access to education or financial freedom in retirement. My ability to be a compassionate listener has helped me build relationships and understand each member’s needs.
I’m able to provide a holistic, unbiased view of your finances from a faith perspective. I began my career in financial services in 2004 and have attained the Certified Financial Planner and Financial Management Advisor (FMA) designations. I specialize in advanced Wealth Management Techniques and Portfolio Construction.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Ontario