I joined Wealth Stewards in 2021 and currently work as a Wealth Consultant. With a background in financial planning, I work to develop in-depth, comprehensive financial plans for our clients. I also work with the investment team, supporting with different investment processes.
Prior to joining Wealth Stewards, I earned an Honours Bachelor of Commerce degree in Finance from Toronto Metropolitan University. While attending University, I gained valuable experience in the financial industry through involvement in extracurricular clubs and internships at various public and private firms. Since graduating, I have sought to further my financial literacy by enrolling in several investment industry courses and I am currently a CFA Level I candidate.
The core values that resonate with me most are honesty, respect, and integrity. These values have been stressed to me from a young age from my parents and are a core component of the person I am today. They have helped to shape my motivations in life and my desire to help others. I am grateful that in my role, I have the opportunity to work with clients and help to provide them a clear picture of their finances, helping to alleviate any stresses they may have regarding their financial security and future. I would also consider myself to be a competitive person, and I am always looking to better myself, both personally and professionally. I believe that this dedication to continuous learning and growth over time will continue to allow me to find success in life.
In my spare time, I enjoy playing and coaching hockey, golfing, and skiing.
What charity or cause is important to you?
The charitable cause I support is SickKids Foundation.
