
Finance professional with expertise in financial analysis, budgeting, and strategic planning. Adept at financial modeling, investment analysis, and risk mitigation. Strong problem-solving and client relationship skills, with a keen understanding of Canadian financial regulations and market trends. Proficient in Microsoft Excel, Voyant software, and data interpretation.
CIFP Insurance and Estate Planning (FIN2327)
CIFP Registered Savings and Retirement (FIN2302)
CIFP Advanced Financial Planning (FIN2328)
CIFP Financial Planning Fundamentals (FIN2311)