An Honours Commerce graduate from the University of Manitoba, I entered the financial services industry in 1988. Since then, I have built a reputation for attentive, client focused service and valued advice.
I have served in a number of positions in the financial industry, including Manager of Lending Services and Branch Manager. In 1998 my passion for investments resulted in a transition to an advisory role. This broad range of experience has strengthened my belief in the need for a comprehensive approach to financial planning.
In 2007, I obtained my CFP, which is the gold standard designation, ensuring my clients receive the highest professional standards of competence, ethics and practice. In 2011, I received my Registered Retirement Consultant designation and in 2020, I received my Certified Financial Divorce Specialist designation.more...See more text