I began my career in the Financial Services Industry in 1998 with Mutual Life of Canada which became Clarica and then slowly became Sunlife Financial ... I was a Licensed Branch Manager for 6 years and after a total of 8 years with Clarica/Sunlife, I decided to focus more on Financial Planning and obtained my CFP (Certified Financial Planner) designation in 2006 and am in good standing with the Financial Planners Standards Council.
I began my career in the Financial Services Industry in 1998 with Mutual Life of Canada which became Clarica and then slowly became Sunlife Financial ... I was a Licensed Branch Manager for 6 years and after a total of 8 years with Clarica/Sunlife, I decided to focus more on Financial Planning and obtained my CFP (Certified Financial Planner) designation in 2006 and am in good standing with the Financial Planners Standards Council.
