My journey down this path into Financial Services - mortgages, insurance and wealth management started soon after graduating from high school where I worked my way up through the ranks at CIBC to Assistant Manager. Upon graduating with my BA (Hons) of Commerce (Financial Services), I changed career paths and was introduced to Wealth, Insurance, and Financial & Estate Planning strategies. As my position evolved, I went on to become a Project Manager, Investment & Retirement strategist. In 2015, I made a bold move and decided to work for myself and thus became an Mortgage Agent where I specialize in credit lending & management. However, I quickly learned my passion has always been to help people and I became a Licensed Insurance Agent, where I not only sell Life, Business, Disability, and Critical Insurance, I also help you save for you & your family. I have obtained my CLU designation and I am a working on my CFP designation. The priority is always doing what’s best for my clients and providing them with the highest level of service with their best interests in mind.