Financial Planner | Qtrade Asset Management Inc.
My wife, Meghan, and I are excited to be starting our family in the community we love. We settled in Waterloo Region after I completed my degree at the University of Waterloo / Conrad Grebel University College. I enjoy volunteering at the House of Friendship, the Daily Bread Food Bank, and a variety of other local organizations. I value the connections I have made through my involvement with MEDA and the various leadership positions I’ve held in community organizations and throughout my education.
I’m thankful to be a part of the unique, values-based team at Kindred Credit Union. I began my career in financial services in 2006 and with my Certified Financial Planner (CFP) designation, I come to every meeting with the goal to help you navigate your financial decisions with confidence. I provide comprehensive, holistic financial planning and honest, unbiased advice tailored to your unique needs.