About Us

It is exciting to working with individuals and families to make sound, well informed financial decisions and build their understanding of all financial products.  Helping them achieve their financial goals; to build and to protect their wealth.

Ethical, highly organized Financial Services professional with many years experience in the Financial Services industry combined with years in an educational environment. Hard working, detail oriented, honest, and analytical, offering a focus on creative solutions with a strong sense of integrity and a strict adherence to client confidentiality.

Related Experience:
- Assistant to Financial Planner, MD Management
- Assistant to Stock Broker - Merrill Lynch - acquired Canadian Securities Commission (CSC)
- Mutual Funds back room processing - The Mutual Group, acquired Investment Funds license (IFIC)
- Office Manager - The Co-Operators
- Federal Government - UI Telecentre Associate