As a diligent and highly motivated financial advisor and life insurance agent, my true passion lies in helping clients achieve their financial dreams. Which is why before the whole process even begins, I take the time to really listen to and understand what your individual needs are including the underlying circumstances, before embarking on explaining the process while addressing any questions and concerns along the way.
Keeping your best interests in mind, my goal is to educate and empower you with actionable information regarding financial planning in order to develop specific investment strategies based on your goals and risk tolerance thus facilitating the journey to attaining financial freedom and security.
Having been in finance for 12+ years and trading in investments for as long, customer service has always been a priority and has become a way of life. Consistently aiming to maintain the highest degree of integrity, honesty, professionalism and commitment, I strive to afford convenience, confidentiality, ethicality and accessibility by following through and following up with each client. As proof of our client centricity Edward Jones Ranked #1 in Investor Satisfaction, Seven Years in a Row*.
I am driven to ensure quality outcomes as a reliable and trusted advisor. Every opportunity to be of service proves to be a daily source of inspiration and client satisfaction is the grand measure of my success.
*Edward Jones received the highest score in the J.D. Power 2013-2019 Canada Full-Service Investor Satisfaction Studies of investors' satisfaction with their full-service investment firm. Visit jdpower.com/awards