I joined Wealth Stewards in 2024 as an Associate Financial Planner. In this role, I work with wealth advisers to help clients achieve their financial goals through the development of comprehensive financial plans and strategies focused on retirement, tax, estate, and investment planning.
Currently, I am completing my fourth and final year in the Honours Bachelor of Commerce – Financial Planning program at Seneca Polytechnic. In this program, I have learned about the necessity of understanding clients’ goals and motivations, as well as the importance of distilling these ideas into measurable and achievable objectives, to create financial plans which are tailored to clients’ individual circumstances. Prior to my enrollment at Seneca Polytechnic, I completed an Honours Bachelor of Arts in Sociology at Wilfrid Laurier University.
I chose to pursue a career in financial planning because of my desire to work with and help others. The opportunity to develop genuine connections and to build trusting relationships with clients is something that I value deeply within my work.
In my spare time, I love to stay active by participating in sports such as hockey, skiing, and tennis. In addition, I enjoy playing guitar and would like to learn to play other instruments such as piano.