Advisor

I officially assumed the role of Wealth Banker at Alterna Wealth in 2022, previously working as a Personal Banking Advisor at the Orleans branch since 2000. In that role, I diligently assisted members in managing their personal wealth/investment and banking needs. This encompassed facilitating mortgages, mutual funds through Aviso Wealth, investments, credit, and ensuring profiles remained updated to reflect their evolving financial needs.

This experience and my RIS designation give me a unique perspective and proficiency in the field. I am motivated by a passion for assisting members with their investment and retirement goals and thrive on establishing connections and providing tailored solutions in English and French. I take pride in leveraging my intricate knowledge of the industry and wealth policies, procedures, and regulations along with understanding members’ life events and future goals to offer advice to help them achieve their financial objectives.