About

I entered the financial services industry following my graduation from university in 2008. My educational background combined with more than 15 years of experience at Sun Life has equipped me with the knowledge and expertise to help Clients obtain financial freedom by developing customized plans tailored to their specific financial needs.

I hold a Bachelor of Administrative Studies with Honours in Finance from York University. I earned the Chartered Life Underwriter (CLU) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations. These designations demonstrate my dedication to the highest ethical standards in the financial services industry. They also help me focus on Client’s best interests to create, sustain, and preserve wealth.

When out of the office, my wife and I enjoy travelling, biking, and hiking. During the summer months, I love hosting backyard parties for family, friends, and colleagues.

I have provided investment and financial advice to Clients since 2013. I specialize in investments, income protection, retirement planning, and personal or corporate wealth building strategies.

I hold a bachelor’s degree in Education. This is why I’m passionate about educating Clients on implementing solutions to help them reach their financial goals. My goal is to prepare them for the unexpected and live a more financially secure and healthier life. I work closely with Clients to help them discover the best strategy to meet their needs. I’m here to help them take advantage of new opportunities throughout their life.

Outside of the office, I enjoy going to the gym, listening to music, travelling, and cooking vegan dishes.

I started working in the financial industry to build and strengthen my financial literacy for personal growth in 2019. Prior to entering this line of business, I worked in sales for many years. There, I learned how to interact with customers on a wide range of products and services. Most importantly, I learned what it means for customers to receive a satisfying experience. Now, I’m passionate about working with others to accomplish their desired objectives through holistic solutions customized to their unique financial needs.

I spent most of my life in Toronto. In my spare time, I enjoy cooking, organizing, and going out on walks with my family. I also enjoy taking long drives to visit the many towns and villages in Ontario. It allows me to see things from a different viewpoint. I plan to visit many more cities in the coming months.

I hold a Bachelor degree in Civil Engineering from McMaster University. My experience in the engineering field has been a great foundation for my work as an Advisor Assistant. I bring that experience and knowledge everyday while I’m working with team members and assisting Clients.

My technical skills allow me to be a problem solver. As a very detailed oriented person, I make sure that all processes in our office are compliant. My main focus is to provide support to the team while we provide Clients with customized financial strategies that meet their personal and corporate financial needs.

In my free time, I enjoy travelling, swimming, working out and spending time with my husband and family. I also volunteer my time to help young professionals. I provide resume critique, career planning and interview preparation guidance to help them find new opportunities.