In September 1997, I joined London Life in St. Catharines as a sales representative. In March 2000, I became a director, advisor development with Freedom 55 Financial, a division of London Life Insurance Company. After several years, I became a director, business development, then a branch manager with Quadrus Investment Services Ltd. In 2008, I joined the Truvision Financial Services Inc. team as a Certified Financial Planner, working closely with clients to help ensure we meet their financial planning needs.
As your Certified Financial Planner, I understand your goals and dreams are as individual as you are.
Whether you’re starting a new family, preparing for retirement, or running a business, I’ll work with you to build the customized financial plan that fits your individual or business needs, helps you mitigate financial risk and bring your goals within reach through an integrated planning process.