As a Scotiabank Investment Specialist, I drew on my investment expertise and years of financial planning experience to help my clients realize their financial goals.  I am committed to nurturing long-term relationships with my clients. An in-depth understanding of their goals and financial situation ensures relevant advice and solutions that are tailored to meet their unique needs. My clients also appreciated the convenience of meeting with them at a time and place that fits their needs. I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. Using a disciplined approach, I advised my clients on the following valuable services:- Goals/financial assessment - Customized financial planning - Tailored investment solutions- Retirement and retirement income planning- Tax-deferral strategies

I worked with a portfolio of clients with growing personal and business banking needs. By providing comprehensive Financial advice and leveraging my partners within RBC I was able to achieve exceptional client loyalty.

As an Investment and Retirement Planner I worked with clients to provide them a tailor made Investment and Financial Retirement solutions plan. This was based on their short and long term financial goals. The recommendations and advice were received well by my clients resulting in me receiving referrals from their friends and family which was the biggest compliment to have received.