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M.A, Georgetown University, United States of America
B.A, University of Victoria, Victoria, Canada

Portfolio Management
Corporate Cash Flow Management
Retirement Planning
Estate and Insurance Planning

What I Offer

Having over 15 years of experience, my expertise will help guide you to your desired lifestyle during both pleasant and difficult financial markets. My mission is to advise my clients to make prudent investment decisions so they can have financial peace of mind. To accomplish this, I use a process to design strategies that can effectively manage and preserve wealth.