TD Wealth
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Bank Financial Services
About
I graduated from Simon Fraser University with a BBA and a concentration in finance. I further accredited myself by completing all three levels of the CFA program and am now a CFA® (Chartered Financial Analyst®) charterholder and am a member of the CFA Society Vancouver. As a Financial Planner at TD Wealth Financial Planning, I have experience in helping my clients and families work towards their financial goals and help them feel confident in their financial future. I'll take the time to get to know you better so I can create a plan customized for you. Whatever your goals are - getting your retirement savings on track, saving for your children's education or leaving a meaningful legacy, I can help you develop a comprehensive financial plan that is personalized to you. I enjoy working with the different members of the community with all types of backgrounds - business owners, retirees, professionals in the medical field, accountants and lawyers. I am always looking for ways to further get involved in the community and am proud to be on the board of directors in this New Westminster Chamber of Commerce.