About

Life can take us where we least expect. Little did I know my part time job through university, working in a family financial practice would blossom into my career and passion. I take pride in being part of a financial team dedicated to serving Clients and building long term relationships.

I find joy in helping people shape brighter futures. Through listening attentively to Clients and discussing their current circumstances, family dynamics, and aspirations, I work with them to create a financial plan that outline the necessary steps Clients need to take to accumulate wealth and safeguard their futures against illness or premature death. Everyone’s stories and needs are unique. My ability to provide financial guidance stems from understanding their individual narratives and staying connected as their needs progress and evolve. My family has fueled my determination to excel in my career and make a positive impact on the lives of Clients. It’s this foundation of support that drives me to provide the same level of dedication and care to every Client I serve.

I engage Clients in conversations about life transitions, whether it’s opening an FHSA to save for a first home or perhaps, prioritizing education savings for a young family. By providing financial education and helping individuals embrace financial management, I empower them to move towards financial freedom and cultivate confidence in achieving their goals. Inspired by Jacqueline’s outstanding dedication to Clients, I am committed to expanding my practice through referrals and providing exceptional service and support.

I invite you to reach out to schedule a conversation about your current and future needs.

I am pleased to work in alliance with Fiona Ng.

When it comes to creating a plan, the focus should be on your needs and goals. Every individual is different, and you can only make informed financial choices when you have a solid understanding of your specific situation and needs.

I started my career as a Registered Nurse – a profession centered on the needs of the individual. I use this same approach for working with Clients. We'll work together to understand your goals and current financial situation. I can help you create a plan to build your savings and protect your family against unexpected events.

With my background, I have a particular understanding of the needs of medical professionals, as well as professional women and business owners. Let's talk. Together, we can help ensure you are prepared financially for the future.