My Role:
Finding unique ways to help advisors grow their business and create positive experiences for their clients.

What I enjoy about work?
Working with like minded people focused on delivering results for our advisors.

How I got here?
I’ve been in the financial industry for 20 years. Worked in retail banking for a major financial institution in Canada providing financial advice to high net worth clients. From there, I completed my CIM designation and joined a mutual fund company to partner with advisors in Southwestern Ontario. Before joining NCM, I started my own business helping households maximize profit in residential real estate focusing on the GTA market.

What I do outside of work?
Hanging out with friends and family. Coaching my daughter’s basketball team and reading about the markets.

Favourite Advice
Listen with curiosity. Speak with honesty. Act with integrity.