Insurance & Investments Advisor
I have been financial services since 2013 starting off with a smaller insurance brokerage in Sudbury before moving on to IG Wealth Management where I spent 4 years extensively learning all the different areas of financial planning. While at IG, I completed the platinum level Personal Financial planning certificate, was a Pillar award winner in business, and on track to completing my Certified Financial Planner designation in 2021.
I take a long-term approach to planning. Believing that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.
Building long-term relationships with my clients, is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Using the latest financial planning software, strategies and products to help achieve your short or long-term financial goals, whether it’s buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.