As an Accredited Financial Planner, I am qualified to provide tailored advice around a variety of financial planning topics. I help clients navigate through major life events, such as, but not limited to, transitioning into retirement, and I do this by using a unique planning approach called "Your Future By Design". Together with my clients, we take a holistic approach to financial planning by identifying and prioritizing goals, and then create a roadmap which can be followed to help them achieve those goals.

Providing advice around debt repayment as well as planning for personalized savings goals while assisting to understand and build their personal budget while also fulfilling complex credit needs. Educating clients on digital capabilities to enable individuals to bank their way at their time. Assisting branch manager with meeting presentation, mentoring of peers as well as joining various committees to help peers to realize their full potential while also assuming manager delegate responsibilities when no leadership is present at the branch.

Providing daily banking to clients as well as assisting them in choosing the right type of accounts, savings and investments based on their current needs. I also review clients' credit history as well as how they bank to determine what type/dollar amount of lending which is suitable for each as an individual to ensure success in repayment. Also, educating clients how to build a better credit score, and how to earn lower interest rates on loans, mortgages, and general borrowing.

Selling the collection of commercial credit services throughout Canada while maintining accounts and developing new business.

Selling various print products and services to the commercial market. Company went out of business.

Assisted in the creation of a marketing plan as well as an advertising plan with a set budget for the NBCC Moncton location. Helped manage and create advertising through radio, television as well as print. Organized charitable events, hosted high school students and faculty at open houses and attended various recruitment activities throughout the province in support of NBCC's collective goals.