As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
I am pleased to introduce myself and offer to assist you in outlining and fulfilling your financial goals as a Certified Financial Planner registered with Sterling Mutuals.
My experience within financial services industry began over 17 years ago at one of the largest Trust Companies in Canada. While sharpening my work and client service skills in the capacity of Financial Services Officer, I graduated with Honours from the University of Toronto Business Certificate Program. In 2006 I achieved the Certified Financial Planner designation. Prior to joining Sterling Mutuals I worked as a Branch Manager and Financial Planner with one of the largest community based Credit Unions in Ontario. I chose to join Sterling Mutuals as an independent Financial Planner to provide a superior level of service for my clients and unbiased advice.
Sterling Mutuals provides advanced technical and marketing support to advisors, while respecting advisor’s unique value proposition. Sterling promotes the use of best practices with investor protection being a primary concern.
Financial Planning has always been my passion, as it leads to:
Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs. Therefore, it is my priority to meet with you and discuss your financial plan and ensure that you and your family are:
Long term relationships with my clients built on personal trust and a history of Financial Success
“We make a living by what we get, but we make a life by what we give.” Winston Churchill
I believe in giving to community and to people in need: