Profile


Education: - Bachelor of Business Administration (BBA) – Trent University
- Mutual Fund License registered through Credential Asset Management Inc.
- Lean Green Belt Certified
Best vacation location: Dominican Republic
Your best investment advice is... Never base investment decisions on timing of the markets, instead invest based on the time we have to be invested in the markets.

Diversify your portfolio – it's never smart to put all of your eggs in one basket.
Favourite part of working with members is... Seeing the "ah-ha" moment on members face when they learn something they didn't know which they can then immediately apply to improve their personal situation.

That personal finance is an art, not a science, and there is no such thing as one size fits all approach.
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