I bring over 15 years of experience working in investment and wealth management with high-net-worth individuals, foundations, and charitable organizations to the WealthCo team. My dedication to lifelong learning means I am always up to date on financial, tax, and estate planning trends and developments. I feel incredibly fortunate to be a part of my client’s financial lives and see the impact their decisions have on their future selves, loved ones, and cherished charities.
Questions & Answers
What drew you to your career path?
Growing up from very humble beginnings, I was always fascinated with finance and money. Once I started working summer jobs and earning more than my tuition, I started investing. I "fell into" the profession and never left.
Share a career accomplishment you are particularly proud of
Helping clients achieving their financial goals - and seeing the "ah-ha" look on their face when they get it, and also when they realize that they will be okay.
What is something that is on your bucket list?
Visiting the Vimy Ridge Memorial. I was very fortunate to have won the ovarian lottery being born in Canada. That is owed to those who sacrificed their lives.