Personal wealth provides us with the opportunity to pursue our goals. I use an established process to build personalized, comprehensive solutions to help achieve client's financial goals. I believe for an individual or family to be deeply served, they must first be deeply understood. That's why I'm committed to understanding what's important to my clients and building a lifelong partnership.
From a young age I understood the importance of personal wealth in obtaining goals because my father was, and still is, a Financial Advisor. Given my professional and personal experience in finance, I offer a unique, yet essential set of skills necessary to help others in a meaningful way.
I chose to work with Edward Jones because they have been serving clients for nearly 100 years and have been a ranked #1 in investor satisfaction with full-service brokerage firms 8 years in a row by J.D. Power*. It all starts with you. We believe in taking the time to understand our clients; using an established process to build personalized strategies specifically to help you achieve your long-term goals. While we’re one of the largest financial services firms in the country, we take the time to build meaningful partnerships with our clients for the rest of their lives.
My office is in Port Credit, Mississauga just around the corner from the waterfront where I work closely with Mandy Chong, Sr. Branch Office Administrator. We begin with a friendly conversation to help learn what is important to you and determine if we might be a good fit. Using secure tools like Zoom and WebEx, we are able to virtually meet - please contact us at (905) 271-6025 to arrange an introduction.
*Edward Jones received the highest score in the J.D. Power 2013-2020 Canada Full-Service Investor Satisfaction Studies of investors' satisfaction with their full-service investment firm. Visit jdpower.com/awards
- Wealth Strategies
- Business Owner Considerations
- Retirement Savings Strategies
- Intergenerational Planning
- Wealth Protection Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Art Museums
- Outdoor Enthusiast