Experience

• 

  Networth Financial Corp.

  • Canada
  • Financial Services
  • 1 - 100 Employee

  • Representative

    • May 2006 - Present

    As a Wealth Management Strategist, I work with families and professionals to develop a clearly-focused picture of your financial life that guides you to accomplish your goals in a manner consistent with who you are and the resources you control. I will discern the best options available for each unique client situation by applying knowledge and experience in risk management, tax efficiency, and government benefits.Mutual funds are offered through Networth Financial Corp., Member of MFDA and MFDA Investor Protection Corporation. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the Fund Facts Sheets before investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed, their values change frequently and past performance may not be repeated.I am dual licensed for the sale of insurance products. As such, you may be dealing with more than one company depending on the products or services provided. NFC is responsible only for business licensed under the Provincial Securities Act & Regulations. It does not supervise or review any other business. All other services are the responsibility of another licensed entity and not the responsibility of NFC.

  • Compliance Officer

    • Nov 2009 - Nov 2022

    Networth Financial Corp. is a mutual fund dealership focused on the needs of the independent mutual fund advisor. We have dedicated ourselves to same or next day customer service, quality processing, and team-focused compliance. We are able to move quickly to assist the growth and development of our advisors and their business through strategic planning and dynamic decision making.Networth Financial Corp. is always looking for individuals who are looking to challenge themselves through their entrepreneurial spirit and dedication in putting their client’s needs above their own. If you are committed to excellence and are looking for team with similar goals; Networth Financial Corp. may be the place for you. We welcome you to contact us to see if Networth Financial Corp. is a right fit for your business.

  • Branch Manager

    • Nov 2007 - Mar 2013

• 

  TactiWealth Strategies Inc.

  • President

    • 2012 - Present