I've seen how generational wealth can be lost through uninformed decisions and inadequate planning. Those experiences taught me the value of advice and the importance of creating a wealth plan. I use that knowledge to help you successfully grow and preserve your wealth.

My team and I provide you and your loved ones with a positive client experience by taking the time to understand your needs. We ask comprehensive questions and truly listen to your story to provide the right strategies and solutions for your financial situation, and keep you on track to reach your financial goals.

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

• With CIBC since 2016