Financial Planner at Harbour Wealth Group
Toronto, Ontario, Canada
With expertise in wealth management, I strive to create tailored financial plans that align with clients' visions. Having transitioned from accounting to financial planning, I bring a unique perspective to my client relationships and continue to expand my knowledge in investment strategies.
Harbour Wealth Group
2021 - PresentCreating personalized shareholder and estate planning strategies for our clientele.
Blue Sky Financial
2015 - 2021Managed all month-end closing processes and accounting for multiple clients with a focus on accuracy and compliance.
Bachelor of Commerce in Finance
2011 - 2015Kingston, Canada