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Work Background
Optimize Wealth ManagementInvestment Advisor
Apr. 2026Canada
IG Wealth ManagementAdvisor
Aug. 2018 - Apr. 2026Canada, Medicine HatIG Wealth Management Inc., Mutual Fund Division Managing wealth is more than just simply managing investments. Our elite team is committed to providing you with superior wealth management through tailor-made strategies that ensure your short and long-term goals are met.
BMO FINANCIAL GROUPFinancial Planner, Investment & Retirement Planning
Jul. 2013 - Jul. 2018I helped families define or redefine their financial objectives then developed a personalized plan for success.
ScotiaBankFinancial Advisor
May. 2011 - Jun. 2013I offered a full range of customized financial solutions, with a specialty in investment products and services; and building and maintaining a portfolio of customers.
ScotiaBankSenior Personal Banking Officer
Oct. 2009 - May. 2011Canada, Medicine HatI offered a full range of customized financial solutions, with a specialty in the development and growth of residential mortgage business.
ATB FinancialCustomer Service Representative
May. 2006 - Oct. 2009I was responsible for providing face-to-face core transactional banking services to customers. This involved providing professional and efficient customer service, identifying client needs and generating sales referrals.
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