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.