After completing my Canadian Securities Course and BC Insurance license in 2002, I started my career as a financial planner with IPC Investment Corporation. In 2005, I achieved my Certified Financial Planner designation from the Financial Planners Standards Council. I joined the Better Business Bureau in 2008 and have been a member in good standing ever since. In 2017, I completed the Canadian Securities Institute’s Wealth Management Essentials and Conduct and Practices courses in order to upgrade my license to IPC Securities Corporation for 2018. Throughout my career, I have been a member of Advocis, our professional association, promoting professionalism and education in our industry. I adhere to a professional Code of Ethics and fulfill annual continuing educational requirements to remain aware of current planning strategies and financial trends.
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