Advisor
Advisor
After 24 years of working as a wealth professional at other major Canadian financial institutions, I joined the Alterna team. I previously served as an Investment and Retirement Planner, Financial Advisor, and Financial Planning Associate.
My academic foundation includes a Business Diploma from Cambrian College, complemented by professional designations including Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and the Responsible Investment Specialist (RIS) certification.
My decision to get into financial services was fueled by my desire to help people achieve their financial goals. I am passionate about providing comprehensive financial guidance, helping my clients understand their options, and achieving their financial goals with greater peace of mind and certainty.
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Your financial legacy is our priority.
Experience customized financial management built through integrity, ethics and responsibility. Together, we design strategies that preserve and grow your wealth tailored to your unique goals.