About

I started working in the financial industry as a stockbroker in Ontario in 1994, and moved on to coaching Advisors until opening my practice at Sun Life in 2010. Since then, I’ve had the privilege of helping countless people with their financial planning. I love being able to take all the pieces of each Client's financial puzzle and create financial plans that are clear to them, so they can appreciate their success as they move forward with their plans.

I’m proud to hold the following designations:

• Registered Retirement Consultant
• Chartered Investment Manager
• Fellow of the Canadian Securities Institute
• Bachelor of Arts

I have two teenage kids and I’m very active in the community supporting local charities and businesses and educating people young and old about finances. In my free time, I enjoy golfing, skiing, live music and travelling.

As an Advisor Assistant, Client satisfaction is my first priority. Since joining the team in 2014, I have been focused on strategic planning to simplify our processes. I want it to be easy for Clients to get the answers that they’re looking for and not feel burdened by administrative work. This lets Dawn and Clients focus on the success of their plan.

Clients trust that we are competent, efficient and handling their affairs with great care. Their smiles and thanks are both heartwarming and rewarding.

I have two children, a husband and a love for dogs. When I’m not working, I enjoy exercising, travelling and connecting with friends and family.