As a Senior Financial Advisor, I focus in providing wealth management services to help families build their wealth and manage their taxes over time. I have built my practice with three principles in mind: 1) understanding my clients “why” (your goals, dreams and personal values);2) creating open lines of communication with clients (through face to face meetings, skype, social media, visiting clients at their residence, texting and email), and 3) maintaining a high level of transparency and accountability with clients and staff.Prior to joining Manulife Securities Incorporated (MSI) in 2017, I worked at HollisWealth (previously Dundee Wealth) from 2012 to 2017. At HollisWealth, I was awarded Top Servicing Advisor in 2014. I’ve utilized my knowledge as a Certified Investment Manager (CIM®) and dually-licensed Investment and Insurance Advisor to develop investment strategies that meet the short and long-term goals for professionals, retirees and high-net worth business owners. There is never a one size fits all solution. An integrated wealth management process with my clients involves diving deep on areas such as: Retirement, Tax and Income Planning, Estate Planning, Investing and Insurance strategies. Through regular client reviews and a commitment to educating the investor, I seek to empower clients and instill a sense of confidence and accountability. A graduate of the University of Guelph, I hold a Masters in Biomedical Sciences and Toxicology. I worked for Health Canada after being recruited and joined the Federal Government in Ottawa from 2009 to 2011. I have been active in the community for many years including being involved in fundraising for the Canadian Cancer Society, Milton District Hospital, and most recently volunteered with Habitat for Humanity in Burlington.