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As a CERTIFIED FINANCIAL PLANNER® professional with nearly three decades of experience in the investment industry, I have provided my clients with innovative wealth management solutions to meet their financial needs and goals. My clients are the most important part of my business, and personalized service is essential when matching clients with the right financial solutions and services.
I understand my clients are in different stages of life. Whether you are purchasing a first home, financing post-secondary education, navigating a divorce, running a business or planning/enjoying retirement – I believe that a financial plan must reflect your personal or business situation, and I will work to highlight the planning strategies that best fit your goals. Once your tailored financial plan is in place, we will continue working together to review achievements against your stated goals to help ensure you are comfortable and that everything is moving forward according to plan.
• Joined Wellington-Altus Private Wealth in 2022 as a Senior Wealth Advisor
• Managed 160 client relationships at a big-six bank-owned firm from 2006 to 2022 (16.5 years) as a Senior Investment Advisor
• Worked 7.5 years at Merrill Lynch and a big-six bank-owned firm in Toronto and Fort Lauderdale as an Associate assisting top investment advisors with managing the financial needs of their clients
• Worked three years with two big-six bank-owned firms as a Financial Advisor
Using a holistic approach to create a detailed financial plan, I will analyze your current situation and engage Wellington-Altus Private Wealth’s Advanced Wealth Planning Group to provide you with expertise on retirement, will and estates planning, and tax minimization strategies.
I will provide you with recommendations using the following wealth considerations:
• Retirement Planning
• Investment Strategies
• Tax Management
• Educational Funding
• Business Succession Planning
• Protecting your Assets and Income
My Investment Beliefs
Through a tax-efficient cost structure, the accounts I manage operate in a fee-based capacity. This allows for full transparency and a clear understanding of added value. My goal is to focus on managing risk in client portfolios and concentrate on downside protection to help reduce market volatility.
Understanding your risk profile and personal situations are the keys to how I construct portfolios. Mandates and managers are reviewed frequently for industry and market consistency. Depending on your risk profile and investment objectives, portfolio rebalancing will be done on a regular basis as required.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.