Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Canadian Securities Course Level 1 - Canadian Securities Institute | Feb 2024
• CIFP- Registered Savings & Retirement Course
• CIFP- Financial Planning Fundamentals
• CIFP- Advanced Financial Planning
• CIFP- Insurance and Estate Planning