Having personally experienced how generational wealth can be lost through uninformed decisions and inadequate planning, I truly understand the value of advice and firmly believe that creating a wealth plan is essential for you to successfully grow and preserve your wealth.

To that end, I've partnered with individuals, business clients and their families to help them strategically grow, evolve and achieve the vision for their wealth. My team and I take the time to understand your needs. We ask comprehensive questions and truly listen to your story to provide tailored solutions, help you make the right decisions and keep you on track to reach your financial goals.

Using a holistic approach, we work with our internal experts to develop a comprehensive wealth plan for you and your family. We also engage your external advisors to ensure alignment with your wealth plan.

Outside of work, I've always been passionate about volunteering with the Canadian Cancer Society, contributing to a future of finding a cure for cancer.

• Certified Financial Planner (CFP®)
• Personal Financial Planner (PFP®)
• Bachelor of Commerce
• With CIBC since 2011