Wealth Advisor, Associate Advising Representative
CurrentBy introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital's discretionary wealth management services, I provide a confident approach to guiding my clients toward achieving their long-term financial goals.I adhere to the key principles of listening and responding, placing the utmost importance on understanding my clients' unique goals and objectives, and ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC&L Private Capital is a part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's leading investment firms.
