Advisor

I have served as a Wealth Banker with Alterna since September 2022, building on my previous decade of experience as a Personal Banking Advisor at Alterna from 2012 to 2022. My career in the financial industry began as a Financial Security Advisor from 2005 to 2010, followed by a role as Member Service Specialist at Alterna Savings Contact Centre from 2011 to 2012.

Growing up in an investment-oriented family fostered my passion for financial education and organization. I recognize that financial decisions carry significant emotional weight, which drives my approach to guiding clients to their goals—whether planning for their future, supporting family needs, or building generational wealth.

I believe in the power of collaboration, working closely with both colleagues and clients to navigate the evolving financial landscape effectively. When clients face disorganization or overwhelming financial challenges, I help them refocus on their core objectives through structured planning and education. My practice combines technical expertise with personalized guidance, creating tailored solutions that address each client's unique circumstances.