Advisor

I have more than 20 years of experience in the financial services industry. I joined Alterna Savings as a Small Business Advisor before becoming a Wealth Advisor in 2019.

What keeps me motivated as a Wealth Advisor is my ongoing desire to help people achieve their financial objectives and live a full, satisfying life without the stress of money management. I help members reach their goals by first becoming familiar with their particular needs, values and plans for the future, including retirement. From there, I can offer members customized financial planning advice to help them achieve financial security and peace of mind.

Through my many years of financial services experience, I’ve gained expertise regarding a range of non-personal accounts, including corporations and trust structures. I have also developed many strong relationships over my career with professionals in the real estate, legal and accounting fields, and I use those relationships to benefit members when they need my network for specialist support.