For more than 25 years, I have been helping individuals and families achieve their financial and life goals. I am committed to excellence in client care, with a comprehensive approach to investing and a focus on the retirement and pre-retirement client. Working with a team of specialists, I deliver high-quality advice and Integrated Wealth Management solutions that simplify and enhance the lives of my clients.
I am proud to represent Assante Capital Management Ltd. and bring to my client relationships many years of experience with one of Canada's leading chartered banks, as well as other financial services companies. I am a CERTIFIED FINANCIAL PLANNER professional, recognized internationally as the top professional accreditation, and have also completed many other industry courses.