Experience

Optimize Wealth Management

• Canada
• Financial Services
• 100 - 200 Employee

• Senior Financial Planner

  • Apr 2022 - Present

  At Optimize Wealth, every client portfolio is viewed differently and uniquely. We structure our portfolios based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions. When it comes to matching a client’s objectives with an investment portfolio, ‘one size fits all’ has no place at Optimize Wealth. Ultimately, we build investment portfolios which make sense based on your specific goals, comfort level, and tax situation. Show less



Island Choice Wealth Planners

• Canada
• Financial Services

• Investment Advisor

  • Oct 2012 - Apr 2022

  Identifying what you need to do in terms of spending and savings to meet your definition of financial well being. Developing an investment solution to preserve your ability to satisfy current and future spending. Monitoring your progress and changing personal circumstances so that you are not following a plan no longer reflected in your reality. Industrial Alliance Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Securities is a trademark and business name under which Industrial Alliance Securities Inc. operates. Show less



CG Wealth Management Canada

• Canada
• Investment Management
• 300 - 400 Employee

• Investment Advisor

  • Aug 2004 - Sep 2012



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Investment Advisor

  • Mar 2000 - Aug 2004