I am proud to be part of an organization that cares about helping our members plan and save for their future.
Our Wealth team is dedicated to building strong relationships with our members so we can help them reach their goals. I have worked at Mainstreet for 25 years and have my Certified Financial Planning certification which helps me create plans for our member’s financial future to give them peace of mind.
Everyone is unique and has their own individual priorities so I listen to the member to make sure I meet their specific needs. By building a close partnership with you I am able to determine where you want to go and what to do to get there.
It is an honour for me to help members and build their trust. For me trust is the most important part of our investment planning relationship.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.