Experience

Optimize Wealth Management

• Canada
• Financial Services
• 100 - 200 Employee

• Senior Financial Planner

  • Jan 2022 - Present

  By introducing Canadians and their families, as well as foundations and other not for profit organizations, to Optimize's discretionary wealth management services and portfolio management team, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Optimize Wealth Management is one of Canada’s leading investment management firms whose affiliated teams are recognized throughout the industry as thought leaders and impact setters.I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.



IPC Investment Corporation

• Certified Financial Planner

  • Apr 2014 - Present