About

Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.

With a career spanning over 15 years in corporate accounting, I was convinced that I knew all there was to know about wealth but was I ever wrong! In 2006 I started exploring the financial services industry. I quickly realized that there was a lot that I did not know or understand. I became fascinated with learning the range and depth of the various areas of the industry. 

As a CERTIFIED FINANCIAL PLANNER®, I take a holistic approach to Clients’ finances. I am equipped with superb resources to personalize strategies to guide them to their financial goals. Given all the misinformation about money and finances, I encourage Clients to freely ask questions and be open to new insights as they embark on their financial journey.

I live in Calgary, where I raised my children, Rochelle and Shemar. I volunteered as Treasurer for Jamaican Canadian Association Alberta (JCAA) between 2019 – 2022. I continue to be actively involved in the community.

When I am not working, I enjoy gardening and going on long walks around our beautiful city.

As an Advisor Assistant, I focus on Client communication and service. I schedule Client meetings and follow ups. I enjoy learning about the Clients we work with and being part of their journey.

When I’m not working, I enjoy spending time with family and pets, playing badminton and spending time in nature.