In my role with The Delfino Group, I’m committed to delivering a high level of client service. I’m always looking for ways to improve our service offering and optimize our investment and planning process. Having worked with Paul since 1999, I share his core beliefs and work hard to ensure client investment strategies are in line with their financial goals, objectives and risk levels. After 30 years in the business, I know you have to set goals and have a clear roadmap to achieve success. I work closely with Paul on investment strategy and implementing your financial plan.

I love the long-term relationships I get to build with clients. I enjoy taking the time to listen, come up with a custom plan, and help them gain the confidence to make the best financial decisions. I then make sure we review it annually and adjust it to keep them on track with their ultimate goal.

Outside of my career I love gardening, cooking and yoga and my all-time favourite thing is watching my son grow up to be kind and empathetic. One day I’d love to indulge my creative side and take a cabinet making class.

Qualifications:

• Canadian Securities Course
• Conduct and Practices Handbook
• Wealth Management Essentials
• Registered Representative Training
• Investment Associate Training