Accreditations
CFP (Certified Financial Planner™) - 1996
CDFA (Certified Divorce Financial Analyst) - 2008
EPC (Elder Planning Counsellor) - 2010
Awards
Nominated Wealth Professional IFSE inaugural Institute’s Financial Literacy Champion Award - June of 2019
FP Canada Fellow Distinction - 2012
Speaking Events
Seminars/Educational Speaking Events
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Arthritis Society
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Alzheimer’s Society
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Toronto Public Library
Podcast Highlight Speaker
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Ask the Expert Series, “Boomers on the Move”
