Cheryl listens to your needs and collaborates with you, clearly defining financial objectives and creating individualized plans to help achieve them. With her background in investments, retirement/pension plans, and actuarial science, Cheryl possesses the critical analytical and technical skills to deliver strategies with a customized approach. Her unique ability to translate complex principles and articulate the complicated world of investments into clear, concise conversation puts her clients at ease. Her genuine warmth and caring disposition gives confidence to those who work with her, and emphasizes that she is looking out for their best interest.
