I am the in-house financial planner for The TMC Group and we operate as TMC Wealth. As a Financial planner I have a wide scope of responsibilities which include managing client’s investments, preforming trades, explaining the difference in all our life insurance products we offer clients, going over tax strategies for individuals, families and business owners and even estate planning.
I have been in the financial services industry since 2013 starting off with a smaller insurance broker in Sudbury before moving on to IG Wealth Management where I spent 4 years extensively learning all the different areas of financial planning. While at IG, I complete platinum level Personal Financial planning certificate, was a Pillar award winner in business, am currently a Registered Retirement Consultant on track to completing my Certified Financial Planner designation in 2020.
I take a long-term approach to planning. Believing that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.
Building long-term relationships with my clients, is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Using the latest financial planning software, strategies and products to help achieve your short or long-term financial goals, whether it’s buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
My professional goal is to increase our clients net worth by 10x there current value by the time they retire.
On a lighter note I am a born and raised Sudburian and I love our community, I have been involved with charities in town and I also have coached soccer at both the recreational level and high school competitive level. I like to pretend I am an avid gym rat but sometimes my love for food, gastronomy takes a higher priority which a lot of people can probably relate too.