Mutual Fund Division
Helping professionals, business owners and individuals make the most of their financial assets is rewarding work. I implement tax and investment strategies that help clients meet both their personal and financial goals. I am committed to providing a high level of service. As a Consultant, I have demonstrated a consistent ability to provide solutions to help protect and grow assets for clients, and have helped to guide many through major life events: retirement, starting a business, divorce, or loss of a spouse. I have twelve years experience in financial services, having worked in the banking industry and IG Wealth Management. I completed the Professional Financial Planning course (2008) and the Certified Financial Planner designation in 2013. Areas of Focus: Helping Medical Doctors, Dentists, other health professionals as well as successful business owners for minimizing their tax and maximizing the benefit of their corporation.
