"I work with my clients to clearly define their financial goals and how we can work together to achieve them. I look at planning from a holistic point of view and strategize solutions that are complimentary to their needs. I take the time to make sure my clients are heard and truly value what they have to say."
Whether preserving your nest egg, starting to save for a down payment on a home, or setting up for your child’s education, Michelle is ready to help you design a custom approach to make your financial goals a reality.
Michelle has completed the Mutual Funds License (IFIC) and currently working towards a Certified Financial Planner® (CFP) designation. With her training and years of experience, she is able to help clients understand complex financial concepts, building their confidence and familiarity with the tools and strategies needed to reach their goals.
“I enjoy the process of getting to know my clients and take the time to really understand their goals and what’s most important to them,” Michelle adds. “I hope that with every client interaction, we are laying the groundwork for a partnership that will last many years into the future.”
Learn more about the value of working with a financial advisor.
† Mutual funds are offered through Credential Asset Management Inc.
Insurance services provided by BlueShore Wealth.