As a child I loved sports and finding ways to make money. My first love was hockey (which I very soon had to forget about after moving to Poland). The first income I made was at age 6 when I did a garage sale. I knocked on all my neighbors doors advertising the sale of my toys. After the successful sale I bought home decorations for my mom from the little money that I made. Basically, the income that I made was spent right away.
I come from a family of hard working professionals who helped me develop my work ethic, discipline and entrepreneurial spirit. Growing up I realized that large income is not enough for financial success and that saving and investing your money wisely is key. After few years of experience in online day trading, I moved back to Canada to start a new career with Edward Jones. I have now over 6 years of extensive financial services experience.
I am passionate about the opportunity to grow this business in beautiful Victoria. I enjoy working with professionals transitioning to retirement as well as those living in retirement. While working with clients, I believe that educating and explaining financial concepts is as important as the recommendations that we make at Edward Jones.
As a Financial Advisor, I help my clients reach their financial goals and guide them when they retire, change jobs, receive an inheritance or sell a property or a business. I advise them when preparing retirement and building an estate and legacy plan.
When not at the office, I enjoy spending time with friends and family as well as being involved in the Polish and International communities. I also enjoy outdoor activities and most of all, traveling.
Please contact me if you would like to arrange a review of your existing investment strategy. I would be happy to discuss the possibility of working with you to achieve your financial goals.
My Personal Interests
- Outdoor Enthusiast