I collaborate with my team of Financial Planners to provide advanced tax, estate, investment and business sale/transaction planning assistance to successful entrepreneurs, professionals and high net worth families. I provide a highly customized service to help clients identify and reach specific goals.I work with you and your other professional advisors (accountants, lawyers), when appropriate, to develop comprehensive wealth strategies. This might include: creating retirement income streams, individual pension plans, estate planning, private company business planning, family trust planning, investment management, transitioning your business, reviewing credit solutions, tax planning and philanthropic planning.

Selected to support the development and help guide the progress of the Leaders of Tomorrow Program

Selected for the Board of Trade Mentorship Program, which involves active participation on the Vancouver Board of Trade Sustainability Committee and volunteering at Board of Trade events.

Processed and coded quantitative and qualitative survey data for a variety of industry sectors including: financial, transportation, education, and government policy

Accurately and professionally process customer transactions and service needsIdentify customer's needs and sales opportunities to make quality referrals to Financial Service Representatives

Effectively worked with and managed co-workers while being exposed to all aspects ofresidential and commercial renovations, including machinery and specific toolsImproved the project cost estimation and cost accounting system by organizing inputs and functions

Increased customer service through a 20% decrease in wait times and by paying close attention to detailEnsured customer satisfaction by effectively assisting sales personnel, technicians, service managers, and parts managers with their daily activitiesExhibited customer service skills while transporting clients