At CIBC Wood Gundy I believe in a personalized approach to financial well-being. With over a decade of experience and holding both the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) certifications, I understand that true wealth goes beyond numbers—it's about aligning your resources with your unique values and priorities.
Our journey together begins with a meticulous discovery process, ensuring that your financial plan is as distinct as your dreams. From crafting disciplined investment portfolios to providing guidance that extends far beyond today, we are committed to being your trusted partner. Your financial success, whatever it looks like to you, is at the core is my mission to guide you on a journey from wealth to well-being. Let's embark on this journey together, aligning your wealth with the life you envision.