About

I am a Sun Life Financial advisor and the founder of Narrative Financial. Over the past 15 years, my business story included:

• foundation-building,
• formative chapters of growth and team building and
• exciting chapters of deep skill sets in financial risk management, business transition planning, corporate wealth planning and legacy planning.

I have a broad educational background including degrees in both Cell Biology and Education. Always thirsty for knowledge, I have the following designations:

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Chartered Life Underwriter (CLU)
• Trust and Estate Practitioner (TEP).

As the head 'story teller', I enjoy seeing the Narrative story unfold. I enjoy building on the already strong team with other top-tier professionals. All the team members share the belief that they have the power to write their own story.

I am an associate advisor with Narrative Financial Services Inc. Throughout my life, I have grown to appreciate and respect this business and the Clients we work with. Working with families and single professionals I have found my niche advising on life and health insurance solutions. Since 2015, it’s brought me great happiness to have helped many people prepare for life’s important moments. I am skilled at identifying risk, highly motivated, empathetic and intuitive.

Working and living in downtown Vancouver lets me enjoy Stanley Park. I go there to train for running races, cruise around on my bike and soak in the sun on the beaches.

What’s the next chapter of your life?

I am a service associate with Narrative Financial Services Inc. I handle the investments and mutual fund products department at Narrative. My story traverses the globe from Hong Kong to Canada, with a long chapter in the UK where I studied law. The technical, regulatory, and detail-oriented nature of my education suits me well for this chapter in my professional life. As an avid soccer fan, I spend time with my family watching every Premiere league match I can.