Financial Consultant at Maple Capital Advisors
Toronto, Ontario, Canada
With a unique ability to bridge finance and client relations, I have spent the last 5 years ensuring that my clients’ financial needs are met with precision. In my current role, I've developed strategies that have saved clients significant costs while also optimizing their returns.
Maple Capital Advisors
2021 - PresentAdvising clients on investment strategies and financial planning to achieve their long-term goals.
Greenwood Partners
2017 - 2021Assisted in client onboarding and financial assessments, helping to develop actionable strategies.
Bachelor of Commerce in Finance
2012 - 2016Montreal, Canada