Everyone’s financial and wealth management needs are unique. I believe that personalized service is essential when it comes to matching you with the right financial security products and services. As a Wealth Specialist I am dedicated to learning about your personal goals and together we will work towards developing, implementing and monitoring customized plans for you and your loved ones.
I provide world-class customer service, focusing on trust, honesty, open communication and complete transparency - building a plan that not only fits your lifestyle, but one that you are completely comfortable and confident in.
Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable and everything is moving forward according to plan.
Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.