Born and raised in Ottawa, I have been helping clients for over 16 years now.
Over the past 6 years I have delivered over 300 half-day seminars on pension and retirement planning to employees of the City of Ottawa, Canada Post Corp. and over 25 different departments of the Federal Government.
I have a strong commitment to continual learning and now have 7 designations in the financial services field. This helps me in a
very practical way as I deal with individual client scenerios.
Certified Financial Planner (CFP)
1996
Chartered Financial Planner 1997
Financial Management Advisor (FMA) 2001
Fellow of the Canadian Securities Institute (FCSI)
2002
Canadian Investment Manager (CIM®) 2006
Certified pension speaker by Public Works 2006
Chartered Strategic Wealth Professional (CSWP™) 2007
Financial Divorce Specialist 2010
What do the designations mean? Designations

