As a Wealth Management Strategist, I work with families and professionals to develop a clearly-focused picture of your financial life that guides you to accomplish your goals in a manner consistent with who you are and the resources you control. I discern the best options available for each unique client situation by applying my 10+ years of experience in estate design, risk management, tax efficiency, and government benefits.
I offer education and practical advice for the pensive. I draw contracts and finalize details for the planners. Consultations are informative and free of charge.
I am a Certified Financial Planner with over 20 years of experience. I provide expertise in:
I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management where I spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that I gained invaluable experience on what it takes to be a successful advisor. I appreciate the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.
After 10 years supporting GTA based advisors with timely investment recommendations, I made the decision to become a financial advisor and became a partner at Brandon Lindsay Insurance Agencies Ltd. Brandon Lindsay was founded in 1982, and is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions servicing clients across Canada.
Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.
Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is essential to proper planning, I include educational opportunities that include estate planning as much as possible.
I am a Certified Senior Advisor and LLQP licensed.
Graduate of University of Windsor School of Law
* Member of Law Society of Ontario;
* Certificate in Dispute resolution from Osgoode Law School
*LL.M (ADR) Osgoode Law School
* Chartered Mediator by ADR Institute of Canada. Mediation of all types of disputes
* Certificate in Elder Law Osgoode Law School
* Extensive experience in Wills, Estates, Powers of Attorney
* Family and Elder Law Mediation