Phone: 519-436-4590 x 3515

Pay yourself first – make savings a priority.

I have been working in the investment industry since 2004. After graduating with an Honours BBA degree from Wilfrid Laurier University I continued my education by obtaining FPSC’s Certified Financial Planner® and Registered Retirement Consultant® designations.

I believe in building a holistic financial plan by also reviewing a members full financials, including borrowing, to assist members in developing a plan to meet their specific goals whether they are planning for, or already in, their retirement years.

Outside of the office I enjoy spending time with family and friends, travelling, cooking, and playing and watching sports.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

Experience cooperative banking that is
Invested in you.