Experienced CERTIFIED FINANCIAL PLANNER® at CI Assante Wealth Management Ltd. | Endurance Wealth Partners specializing in a broad range of areas including investment, tax, retirement and estate planning. I am honored to work in partnership with the established and professional team at Endurance Wealth Partners. Staying current with changing market conditions and continuing education are vital part
s of my role. I hold a Bachelor of Business Administration (Honours) degree with a concentration in Finance from Brock University. Over the years, I have successfully completed various financial services courses and earned the following designations: CERTIFIED FINANCIAL PLANNER® (CFP®), Personal Financial Planner (PFP®), Fellow of CSI (FCSI®), Chartered Investment Manager (CIM®), and Registered Retirement Consultant (RRC®). My extensive knowledge in investment, tax, retirement and estate planning allows me to create a holistic plan tailored to your personal or business goals. I believe regular communication is key to ensuring your plan stays aligned and adapts as your life evolves. I am passionate about working closely with clients who are near or in retirement, providing a personal approach that helps them feel secure and confident in their financial future. If you are interested in learning more about my personal approach to financial peace of mind, please contact me for a confidential meeting.
