Education & Credentials

I am dedicated to life-long learning and growth. I bring with me an extensive educational background:  I hold a Bachelor of Arts Degree (BA) in Economics from the University of Toronto and a Master of Business Administration (MBA) from the University of Stirling, in Scotland. 

I am a Certified Financial Planner (CFP), Canadian Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI).

I am an Elder Planning Counselor (EPC) and hold the prestigious Chartered Strategic Wealth Professional Designation (CSWP). 

I have also trained in NLP and through the WEL-Systems® Institute became a Certified CODE Model Coach™.  Most importantly, I am a WEL-Systems® Institute Affiliate.