As a Senior Private Banker, with over 25 years of financial services experience, I have actively focused on providing comprehensive financial management and solutions to high net worth clients and their families. I have demonstrated a commitment to continuous education and have earned the professional designation of Financial Management Advisor (FMA). In addition, I have completed the Certificate in Retirement Strategy, the Professional Financial Planner (PFP) and have attained a Bachelor of Commerce degree from the University of Toronto.
To provide personalized service and attention to detail, my team and I work with a limited number of clients. This approach allows us to serve our clients' everyday banking transactions, cash management and credit needs quickly and efficiently. Our goal is to work with our clients and their professional advisors to guide them through a broad range of individually structured wealth management solutions that encompass all their lifestyle needs. I am able to provide this level of personalized service by drawing on the expertise and resources of our exceptional team of estate, trust and investment professionals.
As an experienced financial services professional, I will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.