Experience

Optimize Wealth Management

• Canada
• Financial Services
• 100 - 200 Employee

• Senior Financial Planner

  • Feb 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.



Investment Planning Counsel

• Financial Advisor

  • Jan 2000 - Present

  At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life.With early planning and expert guidance from IPC, even the most elusive dreams can become a reality.