With over a decade of experience in the financial services industry I have helped countless individuals meet their unique financial goals. As a Certified Financial Planner, I am passionate about partnering with Gulf & Fraser members to turn their dreams into reality. Specializing in providing Gulf & Fraser members with personalized, tailored advice and access to a comprehensive suite of investment products through Credential Securities. My belief is that defining goals that are meaningful to the individual is one of the most important considerations members should keep in mind when planning their financial futures. I enforce the message that it is never too late to start investing, and that the power of compound returns paired with sound advice can make a substantial difference in meeting financial goals on a tighter timeline.Reach out today to see how if I might be able to support you in your goals!

A uniquely Credit Union designed role, at one of the fastest growing Credit Unions in Canada. This role provides me the opportunity to lead a team of expert Financial Planners and Investment Specialists, while continuing to partner with members of Gulf & Fraser providing personalized financial advice and solutions as their families Financial Planner and advisor. I also continue liaising with external Credit Union partners to assist the development and support in providing their members with customized Wealth Management solutions. Reach out to me to see how we can support your Wealth Management needs!

The Manager, Wealth Management Partnerships role optimizes my relationship building skills as well as leverages my expertise in Financial Planning. I partner with internal members to provide personalized advice and solutions as their family planner and advisor and team up with external Credit Union partners to assist in building and growing capacity and success for their Wealth Management businesses. Let’s connect and see how we can collaborate together!

Together with a team of Wealth Management professionals, I assist our members in reaching their financial goals.

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.