About

I am licensed for life and health insurance in the province of Ontario and registered to sell mutual funds in the province of Ontario.

Education:

• CFP (Certified Financial Planner)
• CMA
• B.A. Sc. (Honours) University of Guelph
• Completed a 40 hour conflict resolution, negotiation and mediation course at the Mediation Centre of Southeastern Ontario
• Completed  a divorce financial analyst course
• Completed Canadian Securities Course

Work Experience:

• Over 25 years experience in financial services industry
• Comprehensive financial planning working with corporations, proprietors and individuals
• Writer for Parent-Child Guide Book of Lanark, Leeds and Grenville, a quarterly publication dedicated to self-help and improvement of family life
• 14 years self-employed consultant offering controllership services to private corporations, supervising the quality of accounting and financial reporting
• 7 years corporate manager experience as management accountant

Community Involvement:

• Finance Committee Chair and Treasurer of the Carleton Place and District Memorial Hospital Board (2008-Present)
• Carleton Place and District Memorial Hospital Board member (2006-Present)
• Past United Way of Lanark County executive member
• Past school committee and sports volunteer