Advisor

My financial services career began in 2000 as a licensed investment representative at a large Canadian bank's brokerage during the tech boom and bust of 2001. Over the years, I held various Senior leadership positions, including Relationship Manager for high-value clients and as National Sales Manager responsible for leading a cross country team promoting investing platforms at tradeshows, hosting live educational seminars and webinars, and building a retail distribution channel nationwide.

In 2018, I became a Branch Manager and led a full-service investment advisory branch of 25 advisors and associates, where I re-established best practices in client service and engagement and improved risk management. My passion for engaging with clients from all walks of life and developing genuine relationships has been the driving force behind my personal satisfaction and career advancement. After taking early retirement in 2021, I realized that I missed being a member of a team and building relationships directly with clients.

I am excited about building strong relationships with our members across Ontario. I care deeply about providing professional support, guidance, and advice to help them reach their long-term financial goals.