As a Certified Financial Planner (CFP®) working as an independent financial services professional, I am responsible for growing my own business. This process includes finding clients, servicing their requests and most importantly, keeping clients satisfied and exceeding their expectations.
I graduated from Algonquin College in Business Administration in 2010 and was recruited by Desjardins Financial Security Independent Network in 2010. I am associated with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect.
I am a firm believer in continuous education. I currently hold the Certified Financial Planner (CFP®) designation, Chartered Life Underwriter (CLU®) designation as well as the Certified Health Insurance Specialist (CHS™) designation.
I have also been honoured with the 2015 West Ottawa Board of Trade Young Entrepreneur of the Year & the 2012 & 2013 DFSIN Ottawa Recruit of the year award.
Every day, I work with people and learn about their dreams and the challenges they face. My clients trust me with their wealth and future and in return, I endeavor to remain loyal, dedicated and most of all, their trusted advisor.
Outside of work I value time spent with my wife, family and friends. In the last few years, I’ve been bitten by the travel bug – my ultimate adventure would be to go on a Safari in Africa or to climb Machu Pichu. Until then, I pass my time playing ice-hockey in the winter and Golf in the summer.
I am a Certified Financial Planner® professional in partnership with Desjardins Financial Security Independent Network and Desjardins Financial Security Investments Inc. I provide life insurance products through Desjardins Financial Security Independent Network. I am licensed for Life and Accident & Sickness insurance in the province of Ontario. Mutual funds are distributed through Desjardins Financial Security Investments Inc. I am registered to sell mutual funds in the provinces of Ontario & Quebec.
