Who We Are
Chartered Investment Manager®
I collaborate with my clients to design their dream, fill in knowledge gaps and hold them accountable. My superpower is reading the room, and I’m always listening. If you’re looking for someone to help you make sense of your financial picture or translate Neil’s humming into everyday language, I can help. One of my greatest joys is assisting others in bringing their visions to fruition, both in my work and volunteer projects.
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Financial Advisor with Investia Financial Services Inc.