In 2011, a close family member was diagnosed with a debilitating terminal illness. Because of the careful financial planning and risk management measures that had been put in place, we were free to care for our loved one with minimal financial worry. The relief that this afforded my family profoundly affected me, and I began assisting clients as a Financial Advisor in 2014 to help protect their income and plan for their future.
I have over 15 years’ experience in the financial services sector. I was designated as a Chartered Accountant in 2009, and was previously employed as a senior financial analyst specializing in corporate taxation. I completed my In Depth Tax course in 2013, and became a CERTIFIED FINANCIAL PLANNER® professional in February 2020 to further enhance the value I provide to clients. Whether individuals or business owners, my background as a tax specialist enables me to assist clients in developing holistic financial plans and in choosing insurance solutions that keep their current and future tax situations in mind.
I look forward to forming meaningful relationships with my clients, and will apply my experience and tax knowledge to help them achieve their financial goals.
2020 CERTIFIED FINANCIAL PLANNER professional
2009 Chartered Professional Accountants of Canada