Our management consulting services provide value through planning,
operations, and performance improvements. Our specialty is transforming leaders and the organization to achieve short and long-term goals better. We believe the best organizations leverages both leaders and the organization.
As a Senior Financial Advisor with over 8 years of experience in the financial services industry, I have helped hundreds of clients achieve their financial goals and secure their futures. I have a BA in Economics from the University of Victoria, as well as diplomas in Finance and Financial Management Services and RFRA from CIFP. I have worked as a Senior Financial Advisor at Scotiabank for 4.5 years. Prior to that, I was a Senior Financial Advisor at CIBC for 3.5 years, where I developed and implemented financial plans for individuals and businesses, and generated the company revenue. I am passionate about helping people make informed and confident financial decisions. I am currently working as a Mortgage Broker for Dominion Lending Centres- Valley Financial/NexGen Mortgages in Victoria BC. I specialize in Residential and Commercial mortgages, debt consolidation, HELOCs, purchases, construction mortgages, new builds and more.
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