About

After earning my Bachelor of Arts degree from the University of Toronto, I became an advisor in 1983. Throughout my career, my goal is to help give comprehensive strategic solutions for insurance, investments and employee benefit programs.

In 2007, I became a partner of Forte Financial Solutions Limited. Jessica and I work to create holistic financial plans to help families, businesses and people who want to retire their way.

We are committed to helping each Client succeed financially, whether they need help:

• building their wealth, 
• preparing for retirement or 
• protecting their assets from the unexpected.

My wife and I live in Etobicoke, and are the proud parents of two daughters. In my spare time, I love to catch up on the latest trends in technology. I also enjoy playing guitar and drums as well as singing.

As a University of Waterloo graduate with an honours degree in mathematics and a minor in business administration, my first exposure to financial planning was as a child. Growing up, I watched my father help Clients reach financial freedom. The more I came to understand the work he did, the more motivated I was to become a financial planner myself.

I am passionate about working with women as a specialist serving the unique needs of women in business. Giving women the tools to empower them to take control of their financial futures keeps me excited about my work. I enjoy volunteering for initiatives to support women with financial literacy. My other focus is on those approaching and in their retirement years. I do some of my best work when given the opportunity to simplify the complexity of income planning for people who need their money to last as long as they do.

Alongside my business partner, Ed Romaniuk, we provide Clients with reliable financial advice, professional support and friendly customer service.

My husband and our three boys enjoy sporting activities as a family. I am an athlete at heart. In my free time, I love to play softball, ski, golf, swim, and skate.

As the Office Manager, I handle the firm's business development, Client relations, and marketing activities. I provide ongoing support to the advisors and team. I also act as a liaison between insurance Clients and the underwriting teams to handle questions. As an Advisor Assistant, I find great satisfaction in being a knowledgeable resource for Clients.

My favourite team to manage is my team at home. Along with my husband and two sons, we enjoy weekends on our boat, hiking, cycling and winter sports. Staying active keeps our family together throughout the year.  

I have worked in the financial services industry for over five years. I understand that the Client is paramount to us. Therefore, providing the best Client service is very important. As a Service Associate, I ensure Clients receive immediate and exceptional service. I would like to give Clients the feeling that they are under our good care. When the Client needs us, we will always be there to serve them as a team. My detail-oriented nature helps me in my daily tasks such as scheduling meetings and keeping information up-to-date and compliant.

Outside of work, I like to spend time with my family and friends. Camping and having barbecues with family and friends in the summer are my favourites.