Advisor

I joined Alterna in 2015 and became an Advisor in 2019. I have over 15 years of banking experience, including working as a Financial Planner and Senior Account Manager at a major bank. In my current role, I provided tailored financial planning advice – including the use of investment, credit and banking solutions – to help clients reach their goals.

I’ve always liked helping others and building relationships. I find great joy in being able to help clients achieve their goals, no matter how big or small. My favourite area of advising is the discovery stage, where I learn about clients, their families, work life, hobbies, etc. This discovery forms the foundation of any good financial plan and provides the necessary insights to ensure we make recommendations that are best suited to our clients.

I’m known as a strong communicator and relationship builder who is always willing to go above and beyond for clients. As a Certified Financial Planner (CFP) with more than 15 years working with clients and a proven track record of success, I am well qualified to help clients achieve their financial goals.