Personal Financial Planner
CurrentAfter ten years as an advisor in retail banking, I anchored in my home province as an Independent Advisor to offer my clients the consistent investment relationship they wanted, and the one I needed to be most effective.In 2010 I obtained my Investment License and continued to complete the Personal Financial Planning Designation (PFP) in 2018. Prior to this, I graduated from NSCC with a diploma in Business Management. When not at the office, I am likely to be found playing, coaching, or watching hockey throughout the rinks of Nova Scotia, and I am proud to be the treasurer of the Bridgetown Memorial Cup Association.It is easy to become overwhelmed by the number of accounts and options, but through an engaging process of simple questions and conversation, I can help you navigate and understand which benefit is best suited for you and why. From starting simply and setting up accounts together, to including your family and other professionals as needs develop, I am there to monitor and adjust with you through the changes that life brings.
