As an Insurance and Investment Representative, I work with, Individuals, Families, and Businesses, by assisting them with their financial goals and helping them to protect their loved ones.
I am a past business student at St Lawrence College in Kingston, ON. My decision to join Serenia Life Financial was simple upon learning about the firm’s values. Serenia Life provides clients the opportunity to understand and position themselves financially. They are also known for giving back to members and their communities through charitable donations, a quality that has always been extremely important to me. Being raised, in the small town of Port Hope, Ontario, where minor sporting programs rely heavily on the community to operate, I felt firsthand the power of what a community atmosphere can provide. Sharing like-minded views with others while showing signs of respect and unity across the community is unmatched.
Being known as a “go-getter” and having great attention to detail, I tend to find myself double dotting my i’s and crossing my t’s. Throughout my past careers, I have worked with clients from all walks of life, from Law Firms, Politicians to Window Cleaners. From my experience working alongside many different industries, I have learned that everyone’s situation is different, and all clients will be unique. Knowing when and how to ask the pressing or difficult questions to ensure trust and confidence is imperative when working with my clients.
When I am not assisting my clients, I can be found enjoying my time on the golf course or fishing, but most importantly spending time with friends and family. I enjoy meeting new people so please if you see me out don’t hesitate to say hello!