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’m very passionate about investing and financial strategies. I love all things money – how to gain it, plan for it and efficiently manage taxation. I hold a registered retirement consultant designation. I enjoy getting to know Clients and hearing their story. When we work together, I’ll encourage you to look at your finances through a new and refreshing lens.

Growing up in Australia, I was excited to experience the Canadian winters when I moved here 12 years ago with my wife. When I’m not working, I’m an active dad who loves staying busy with my family and four children. I enjoy the outdoors, gardening and travelling. As a family, we love to travel and get home to Australia every few years. 

I’m passionate about the work we do. With 16 years of experience as a Sun Life advisor, I genuinely care about the future success of the Clients we work with. Within the team, I’m often busy in the background to keep everything working and moving forward. My efficient and organized nature comes in handy in my role. 

Everything I do is for my family. My husband is Haitian and immigrated to Canada when he was six. I feel lucky to be the mom of my busy young child. Together, we are active in social justice, inclusivity and different cultures. I’m passionate about the small business community and give back by supporting, promoting and presenting in our local communities.  

I have over 12 years of experience in the wealth management industry.

I am dedicated to helping Clients plan for and achieve their financial goals. My approach is to provide an exceptional level of service with keen attention to detail. As a Charted Financial Analyst (CFA®), I take an analytical look at each Client’s individual circumstances. My goal is to help guide their financial decisions and build out their financial strategy. My true passion is to see Clients reach for, and achieve their financial dreams.

I grew up out west on the prairies in Saskatchewan before attending Carleton University in Ottawa. I like to stay physically active and get involved in the local hockey and volleyball communities. Travelling is also a joy of mine. I love to experience and learn about different cultures and see more of this beautiful world.

I am passionate about helping Clients. I am a CFA Level 1 candidate, and a holder of a bachelor’s degree in Finance and Real Estate Development at Concordia University - John Molson School of Business.  

Previously, I was a Senior Project Officer for the Assistant Commissioner at Canada Revenue Agency, where I contributed to various strategic initiatives and projects, such as the implementation of a new case management system, the enhancement of account security measures, and the optimization of IT processes and workflows. I also mentored, coached junior staff, and facilitated cross-functional collaboration and communication. Before that, I worked as a Senior Investment Representative at TD Wealth, where I provided banking and investment solutions to high-net-worth individuals. 

I was born and raised in an Italian household in Montreal, Québec and am trilingual. I love travelling to immerse myself in different cultures and enjoy spending time in nature where I can truly disconnect. When I have free time, I ensure to spend it with family and loved ones.