Experience

Investors Group Securities Inc.

• Canada
• Investment Banking
• 1 - 100 Employee

• Senior Financial Consultant Consultant, Blair & Associates

  • Mar 2016 - Present

  At Blair & Associates we have helped increase the success of our clients in achieving their financial aspirations by: Investing their money wisely Optimizing their estate and wealth transfer Reducing their lifetime tax bill Transferring risk to their financial success Providing critical thinking and expertise in times of transition Being proactive in advising on strategies that could benefit them With our advice and guidance we have enabled our clients to think beyond basic retirement and focus on living their plan. Show less



CIBC

• Canada
• Banking
• 700 & Above Employee

• • Mar 2014 - Mar 2016

  Worked with clients to provide guidance and advice to meet with individual financial goals. My focus was on 4 quadrant planning helping to keep my clients focused on the big picture and providing then with peace of mind and clarity with their finances. My areas of focus were investment planning, retirement planning and credit planning.

• • Aug 2011 - Mar 2014

  Provided lending, banking and investment solutions to clients based on their individual needs.