Doreen has over 20 years of experience in the financial services industry. Since 2000, she has been working as a financial advisor, focusing on fostering strong client relationships and helping customers achieve their personal financial goals. Doreen, a Certified General Accountant (CGA), holds a Bachelor’s degree in Commerce from Concordia University as well as the Certified Financial Planner (CFP) designation awarded by CSI Global Education.
We work together to achieve your goals
Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
