As a Private Banker, I am passionate about working with high-net-worth individuals and their families, employing strategic credit solutions customized to a client’s unique needs.
My private banking credit underwriting experience allows me to focus on strategic access to capital, that avoids unnecessary interference and trade-offs in a client’s net worth, allowing you to continue to seamlessly grow your wealth.
I believe in partnering with your trusted advisors, whether they are lawyers, accountants or close associates, so you can have the best team possible taking care of your wealth. I also closely work with a strong team of specialists across Scotia Wealth Management whose collaborative approach ensures our client’s needs are met and their financial plan is not only attainable but also implemented.
As part of my commitment to continuous learning, I have completed a wide range of industry courses, and a professional development rotation through different Private Banking departments and am currently enrolled in the Certified Financial Planner program.