Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
You deserve advice, guidance and service that is grounded in experience and knowledge.
As a Financial Advisor, I have worked with clients in the USA, and internationally. I started my career at TD Canada Trust in Canada in 2011, where I gained experience as a Financial Advisor, wealth management, complex credit solutions, operations and management. Working for TD Canada Trust, I obtained several licenses from the Canadian Securities Institute (Including: IFIC, PFSA, FP1). After relocating from Canada to the USA with TD in 2016, I was then recruited by Merrill Lynch Wealth Management and quickly earned my Series 7, 66 FINRA registrations and insurance licenses for life and health.
I strive to provide a unique experience to my clients, focusing on the relationship and understanding the their goals. I am able to use the resources of Bank of America and Merrill, to offer full service holistic financial advice to my clients. My goal is provide you with the level of service and comfort you deserve, while working together to help you to achieve your life goals.
Listening to you and understanding what is important in your life are crucial to your success, and mine.
Armed with your financial goals and details, I can then customized a wealth management strategy designed specifically for your objectives, risk tolerance, time horizon and liquidity needs. It is through this thoughtful level of communication that I am able to understand what your needs are today and where you want to be tomorrow.
Clients look to me for strategies in key areas of wealth management, including retirement planning strategies, estate planning services, tax minimization strategies, insurance and annuity reviews, and capital preservation and growth. Through Bank of America, I can offer access to credit and lending services, including alternative lending solutions. Generally, I use conservative strategies to help pursue clients’ financial needs, many of whom are either in retirement or close to that phase in their life. My service is supported by the investment insights of Merrill and the banking convenience of Bank of America, as well as a team of highly qualified firm specialists.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Italian & Spanish
University of Guelph
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.