Executive Advisor Managing Director at
Modern Wealth Management
Years of Experience
28 years
Number of Clients
120
Average Client Size
$1,000,000
Member Since
2025
My belief that the money they have accumulated represents hours of their lives spent to earn it - that it is therefore a sacred trust to be given responsibility to manage it.
I have been trained to work with people going through life transitions like the death of a spouse/partner or divorce or simply moving across the country. I have particularly enjoyed working with women in transition. While immigration is nothing like the loss of a loved one, there is a measure of grief of.related to all one leaves behind that you grew up with.
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LL.B
Obtained in 1975
Bachelor of Commerce
Obtained in 1973
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