I am an Advice-only Certified Financial Planner at Objective Financial Partners Inc.

I specialize in comprehensive financial planning and retirement strategies, particularly for Canadian expatriates. I am passionate about working with clients who are considering relocating or retiring overseas. My mission is to help clients achieve clarity and confidence in reaching their financial goals. Advice-Only financial planning focuses on providing guidance without product sales, ensuring unbiased advice free from conflicts of interest tied to commissions or sales incentives.

I hold the Certified Financial Planner designation in Canada, boasting over 20 years of extensive experience in the financial industry. Throughout my career, I've navigated various sectors including banking, insurance, and pension funds. During my tenure spanning 13 years with one of Canada's largest banks, I honed my skills in facilitating clients' retirement, tax, and estate planning objectives while offering sound investment advice. Prior to becoming part of the team at Objective Financial Partners, I managed my own practice as an advice-only Financial Planner in Smart Move Financial Planning, where I focused on providing financial advice and financial planning services tailored for Canadian Expatriates.

Book 30-minute complimentary consultation to see how I can help you reach your goals: