Job Description
As a Certified Financial Planner and Financial Advisor, I help people manage their money wisely. I give advice on saving, investing, and planning for the future.
Relevant School Subjects
- undefined
Areas of Expertise
- undefined
Career Story
I attended a 2 year Insurance program at Mohawk College. I was a personal lines underwriter for 2 years before becoming an Insurance Agent for 12 years. As an insurance agent, I helped my clients protect their assets and loved ones, and I specialized in life and living benefits insurance.
I switched careers, and joined a Wealth Management team in 2020 where I focused on Estate Planning. After completing my securities license, I spent more time helping my clients achieve financial security while navigating the complexities of their situation. I provide specialized guidance for those individuals in the “Sandwich Generation” who support both aging parents and their own children.
To better serve my clients, I earned the Certified Financial Planner designation in 2024. To further enhance my expertise, I am currently pursuing a Chartered Investment Manager designation.