Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
1995 Scotiabank Hamilton & Peninsula Vice Presidents Club Bronze award recipient
1996 Scotiabank Hamilton & Peninsula Vice Presidents Club Bronze award recipient
Placed 3rd in Canada for new credit card sales during Scotiabank credit card sales campaign
Investments Funds in Canada