About

I am proud to be a Sun Life advisor and part of the team since 2022, helping high‑achieving professionals and business owners gain clarity and confidence in their financial lives. My approach is intentional, educational and highly personalized, designed to help give Clients both a clear strategy and a deeper understanding of every decision.

With over a decade of experience in accounting and finance, including roles at KPMG and Brookfield Asset Management, I bring strong technical skills to each Client relationship. As a Chartered Professional Accountant (CPA) and Chartered Business Valuator (CBV), I help simplify complex tax, corporate, and investment considerations into practical, actionable solutions. Clients know me not only for my technical skills, but also for being warm, approachable and genuinely invested in their success.

I live in the Toronto Beaches area with my husband and our two young daughters, where we value quality time with family and friends. I love bringing people together over good food and meaningful experiences, and in the winter, you’ll often find us outdoors skiing, skating, or curling.

With over 40 years of experience in finance and being with Sun Life as an advisor since 1991, I have built my career on providing thoughtful, holistic financial guidance that integrates both wealth and insurance planning. As a Chartered Financial Planner (CFP), I bring deep expertise and a steady, values-based approach to helping Clients navigate life’s financial decisions with confidence and clarity.

I am deeply committed to long-term, meaningful Client relationships. Many of the Clients I serve today have worked with me for more than 20 years, which is a testament to the trust I build and the care I bring to every relationship. I have had the privilege of supporting Clients through multiple life stages and milestones, guiding them through change with professionalism, empathy and insight.

It has been especially meaningful to welcome my daughter Mandy to the team and to see her follow in my footsteps. This next generation partnership brings me both joy and reassurance, knowing that our Clients will continue to receive the support they value so much for decades to come. Outside of work, I live in Ottawa and value balance and wellbeing through yoga, meditation, cooking, and time with my four young grandchildren.

Since joining Sun Life Financial in 2025, I’ve focused on supporting the team to create and implement holistic financial roadmaps that combine intentional investment strategies with customized protection solutions. I am fluent in English, Cantonese and Mandarin and I am dedicated to creating a clear, seamless and thoughtful experience for Clients.

During my time in banking, I gained hands‑on investment experience as an investment representative, supporting Clients with account management, trades, and mutual fund decisions. That foundation strengthened both my investment knowledge and my commitment to exceptional Client service. I’m committed to ongoing learning, thoughtful planning and Client‑centered advice.

Outside of work, I enjoy music, playing piano, singing, and spending time outdoors hiking or golfing during the summer months.