About

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

I am a highly accomplished financial planner with over eight years of experience in the industry. I’m proud to hold the prestigious CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter® (CLU®) designations. These are considered to be the highest level of education for financial planning professionals.

Born and raised in London, Ontario, I grew up with a single mother and faced financial challenges from a young age. These challenges taught me the value of money and the importance of hard work. This has helped me become the successful financial planner that I am today.

In addition to my professional accomplishments, I am also an avid long-distance runner. I have completed several full marathons. I have a deep understanding of the discipline, focus, and dedication that this sport requires to succeed.

In summary, I have a deep understanding of the financial planning process. I’m able to help Clients achieve their financial goals through comprehensive planning and investment strategies. I am skilled in retirement planning, tax planning, risk management, and estate planning. I provide Clients with customized solutions that help meet their specific needs.