Advisor

I joined Alterna as a Wealth Banker in March 2023, building on my experience as a Personal Banking Advisor at Alterna Savings from March 2022 to March 2023. My professional journey includes roles as a Client Experience Specialist at Investment Planning Counsel and a Wealth Advisor at IG Wealth, positions that have enhanced my expertise in financial planning.

My practice focuses on comprehensive retirement and estate planning, helping Canadians create secure financial futures. I take a client-centered approach, connecting directly with members to understand their unique goals and values before developing actionable strategies. As a registered Financial Planner in Ontario with the Registered Retirement Consultant designation, I integrate retirement income planning as an essential component of broader financial planning.

Through my diverse professional designations, I deliver a distinctive blend of retirement and estate planning expertise. This multifaceted background allows me to create personalized solutions tailored to each client's specific circumstances and objectives, with emphasis on innovative approaches to address their evolving needs.