Kingston, Ontario, Canada
I provide support to High Net Worth families. Skilled in Business Banking, Public Speaking, Retirement Planning, Cash Management Strategies and Investment Strategies. Strong financial professional with a Bachelor of Science (B.Sc.) from Brock University with a focus towards Math and Accounting.
I provide support to High Net Worth families.
Work with Healthcare Specialists and other Professionals to achieve their Professional and Personal Financial Goals. I work with every Professional in the Kingston and Quinte Area's.
Lead a team of Personal Financial Advisors to provide excellent advice and customer experience every time. Most of my time is spent coaching my team to enhance their performance and achieve not only goals set out by the branches but also individual goals they have set for themselves.