I believe it’s important to look at multiple scenarios, so you have “options”. I’m a pattern reader and love to stay up to date on current events to understand the financial implications. As a type A, I understand the personality of professional service providers and support their growth.
CIM (in progress – Chartered Investment Manager)
Highly qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.
CFP (Certified Financial Planner)
Adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.
RIS (Responsible Investment Specialist)
Provides practical knowledge of Canada’s responsible investment (RI) marketplace. It equips investment professionals with the knowledge they need to discuss environmental, social and governance (ESG) issues with Canadian investors.
CEBS (Certified Employee Benefit Specialist)
The premier designation in benefits and pensions, considered the standard of excellence in the industry.
GBA (Group Benefits Associate)
A specialty designation focusing on life and health care and other group benefits.
RPA (Retirement Plans Associate)
a specialty designation focusing on all aspects of retirement plans
MDRT (Million Dollar Round Table) MDRT is an exclusive association of financial services professionals that meet stringent guidelines and adhere to strict ethical standards and excel in helping others with their financial needs.
CSC (Canadian Securities Course)
Industry benchmark and licensing requirement to deal in securities, mutual funds and alternative funds.
LLQP (Life License Qualification Program)
Industry benchmark and licensing requirement to deal with life insurance, accident and sickness insurance, segregated funds and group benefits.
Advanced Certificate in 3H Financial Planning
The emphasis on 3H Financial Planning – Holistic Financial Planning, Human Behaviour and Honesty and Ethics
My approach combines compassionate leadership with results-oriented strategies, ensuring that those I work with are not only supported but also empowered to reach new heights.
Commit to building mutually beneficial meaningful relationships.
Compassionate and caring with a genuine desire to help.
Achieve results through strong leadership and strategic thinking.
Leave a positive and long-lasting impact for individuals and team.
At the gym. The apple doesn’t fall far from the tree I get my fitness gene from both my Dad and Uncle
Geeking out on research –finance, fitness or whatever else strikes my interest
Spending time with friends and family
