At Assante, we are passionate about providing an exceptional customer experience through listening to your individual needs and objectives to provide a plan tailored to you. We take a team approach and will work with your current accountant, lawyer, insurance provider or can leverage our in-house investment management team and wealth planning group to create holistic financial plan to suit your needs.
I joined the financial planning industry for the rewarding feeling of helping clients achieve their financial goals and life milestones and look forward to partnering with you to achieve yours. I received a Bachelor of Commerce from the University of Toronto, with a Specialist in Finance and Economics, allowing me to help clients navigate the investment industry with ease. It is important that clients understand their portfolio in relation to current market conditions and financial strategies in a way that is easy to digest. With an interest in continued learning, I hold a Chartered Financial Analyst® designation, the highest distinction in the investment management profession, and continue to pursue additional Canadian Securities Institute courses.
In my spare time, I love cooking, and can often be found getting ready to host a dinner party for friends or reading a good cookbook. I recently moved to Halifax from Toronto in search of a greater quality of life and enjoy spending time outdoors, exploring all that Nova Scotia has to offer.