CLOSE
“I have a passion for helping people with their wealth planning by developing lasting relationships with my clients as they journey through the many stages of life.”
I bring more than 25 years of experience to my role as a Wealth Advisor. My area of expertise is working with families to develop their wealth plan, so their dreams can come true. I am a specialist in Wealth and Intergenerational Investment Planning.
I believe it is never too early or too late to take control of your financial future with a solid wealth management plan. We work with individuals, couples, and families who are ready to make their money work for them. Families often include individuals, their children and in most cases their grandchildren.
Trust and care form the foundation of our Wealth Management practice. We take the time to get to know each client through an extensive discovery process which identifies life goals and develops a roadmap to help prioritize and achieve them. This allows us to develop a customized portfolio and financial plan to help clients meet key objectives through every stage of life.
My mission as a trusted advisor is to help family members understand the art and science of Wealth Management so they can develop confidence in their financial decision-making. As a practitioner of financial education, we offer a specialized series of seminars focused on Investing for the Family and Investing for Women.
I am honoured to be a Member of the London Community Foundation Investment Committee. I am a graduate of Western University with an Honours B.A. accredited through the Canadian Securities Institute (CSC & CPH). I hold a Financial Planning Designation (P.F.P).
Away from the office, you can find me enjoying a hike with my son, golfing, sharing a meal with my large Italian family, travelling or reading.