Education: Bachelor of Commerce, Finance

Designations: Chartered Investment Manager, Certified Financial Planner, Registered Financial Planner

• My first mission is to work closely with you, to discuss and define your financial goals
• Once your priorities are established, my team and I create a unique, cash flow based financial plan for you and your family
• I then manage and monitor your plan via discretionary portfolio management, and sophisticated financial planning tools
• I make myself available to address your ongoing enquiries about Your Plan and conduct ongoing regular reviews to ensure the success and health of your plan long term

Financial Advisor Associate - Manulife Wealth Inc.
Life Insurance Assistant - Manulife Wealth Insurance Services Inc.

Education: Dipl. Finance

• I have been working in the financial industry since 2008 in various progressive roles.
• As we work in a team environment, I assist in creating Your Plan for our new clients, and ongoing financial planning, insurance and investment services to existing clients. I am the first point of contact for investment/tax inquiries for our clients.
• I schedule client appointments and manage educational events that are sponsored by our office.
• It is my end goal to manage and develop my own group of clients, at Your Plan by Kohtala Financial.

• I manage reception services, both on the phone and in the office
• Client documentation preparation and processing are my responsibility
• I assist clients with their on-line account access, as well as general account inquiries.