As a Certified Financial Planner professional (CFP), my mandate is to make sure ‘the big picture’ is central to every financial decision that clients make. Often those decisions involve making a major purchase, running a business, taking on debt and saving for retirement. Since 2007, my goal has been to make sure that clients always have enough, and that they never expose their families to unnecessary financial risks.

I am a member of the FPSC President’s List, having placed in the top 1% of CFP exam candidates across Canada in 2009. I am also a Registered Retirement Consultant (RRC), and have my Chartered Life Underwriter (CLU) designation.