Background: Over 25 years of experience in the Financial Service Industry.
Working with Members: Meeting and exceeding member's financial goals and needs, by focusing on the 6 steps of Financial Planning.
Favourite part of the job: Building and maintaining strong relationships with members and creating a financial plan using a disciplined approach that will help them achieve their financial dreams and exceed their financial goals.
Favourite investment advice: "The best financial decision you will ever make, is not what investment to make, but who you have as a Financial Advisor in your corner".
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