MY INSPIRATION

My father lost his parents at a young age. In order to pay the mortgage, he had to start working at the age of 10 and quickly realized the value of a dollar. My parents instilled in me the values of working hard, saving early and making smart decisions with money. At the age of 13, I read my first investment book. It sparked a passion in me to figure out “How can I make my money work for me?”

EDUCATION & EXPERIENCE

This passion led me to achieve an Honours Bachelors of Commerce (B.COM) at McMaster University specializing in Finance. Thereafter I worked in analytical roles across manufacturing, real estate development & investment industries gaining experience in financial statement and acquisition analysis. During this time I earned a Chartered Financial Analyst (CFA®) accreditation in 2009.

CHANGING LIVES…IT STARTS WITH LISTENING

What I love about my role is that I help families achieve their financial goals by listening to what’s important to them, creating personalized strategies and partnering with them to ensure they are on track.

WHY I WORK WITH EDWARD JONES?

Partnering with Edward Jones has allowed me to offer a full suite of investment products to my clients without influence of fund incentives or limited products; we offer stocks, bonds, exchange traded funds, mutual funds and GIC’s. I am fully independent to provide advice and management tailored to each of my client’s needs.

ARE WE THE RIGHT FIT FOR YOU?

We would start by having a discovery meeting to understand where you came from, where you are today and where you want to be in the future. What are your dreams? What is important for you? I would also introduce everything I think you should know prior to deciding to work with us: how we can help, our philosophy to investing and our compensation options. That way, we can determine if we are the right fit to work together.

I look forward to meeting and introducing you to the wealth of options at Edward Jones.