With over 35 years of financial services experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and their families, estates & trusts, and charitable and business organizations.
Winning 6 Merit awards and being a recipient of TD's most prestigious Vision in Action Award, I continue to strive to understand our clients evolving needs and strive to deliver legendary experiences and trusted advice. The Merit Awards in an integrated TD Wealth program that rewards and recognizes the exceptional achievements of employees from across the organization, focusing on Motivation, Excellence, Results, Integrity and Teamwork.
I hold a Personal Financial Planner (PFP) designation, as well as the Certified International Wealth Manager (CIWM) designation, in addition to a certificate in Retirement Strategy and Wealth Management Techniques.
Family and community involvement is important to me. I actively participate in various events and fund raisers including: Big Brother Big Sisters, Million Dollar Smiles and Juvenile Ride for Diabetes. As a family we enjoy travelling and personal wellness.
I will work with you every step of the way to help you progress towards achieving your goals and dreams.