Senior Financial Consultant
CurrentSenior Financial Consultant for more than 20 years and have been providing sound financial planning to help clients achieve their goals and protect what really matters in their lives. I have supported clients as an independent advisor for the past 13 years, building on previous experience as an advisor and sales manager at a major trust company. Today, my team and I manage approximately $60 million in assets on behalf of 350 families. The team prides itself on working hard to understand the unique needs and changing financial situation of each client. With a firm belief in the importance of effective and frequent communications, I introduced a video blog to update clients regularly on issues that may affect them.A graduate of Saint Mary¹s University with a focus on economics, I have continued my education through the Canadian Securities Institute where I completed the Canadian Securities Course and Professional Financial Planning course. I enjoy studying economics and history and keeping current on world news.