My experience working in a law firm, mainly with wills and estate planning, gave me the opportunity to understand the importance of a holistic financial planning approach. I truly believe that creating a full retirement plan is essential for my clients to grow, preserve and pass their wealth to the next generations.

It is my priority to provide you with an exceptional client experience. My goal is to understand where you are today and the vision you have for you and your family.

Once I get to know you, I work in partnership with internal experts to develop a wealth plan and tailored solutions to best meet your needs and goals. We also engage with your external advisors to ensure alignment with your wealth plan.

• With CIBC since 1999
• Certified Financial Planner (CFP^®)
• Registered Retirement Consultant (RRC^®)
• Bachelor of Commerce (B.Comm.)