“Be the Change You Wish to See in the World”
– Mahatma Gandhi
Growing up I saw my parents work hard and save by making sacrifices. These choices were made because they wanted to provide a better future for their children and themselves. Their hearts were in the right place, but unfortunately the financial advice they received wasn’t.
I grew up believing one could make money by working hard, but it wasn’t until I entered the financial industry that I realized how many people couldn’t keep what they earned. They were losing money; whether it was due to poor advice from employees who had sales quotas to meet or being sold financial products that paid commissions to basic agents.
Having experienced firsthand the shock and disappointment of what happened to myself and my family; I was determined to help others avoid our experience. I committed myself to developing the skills and knowledge I would need to help people identify and fix potential financial issues they could face. My goal is to create a platform to share what I have learnt so others can benefit from my experience.
As of 2016, I am proud to be one of the few professionals in the GTA to hold multiple designations as a CERTIFIED FINANCIAL PLANNER (CFP®), estate planner (CLU®), and health insurance specialist (CHS™).
I am also currently pursuing my designation for investment management (CIM®) to further enhance my ability to provide the most comprehensive plans my clients deserve.