About

With over 10 years of experience, I have worked with range of Clients that include business owners, individuals, professionals, and families. I have built my business solving financial problems and providing solutions to varying Client situations and needs. I have a solid background of financial experience from previous careers. I strive to provide solutions for basic needs to full-fledged holistic financial roadmaps. My expertise extends to group benefit programs as well suggesting, implementing, and monitoring programs to multiple corporations. I look forward to building a great future for Clients while maintaining a balance of work and family life.

With an interest in investment strategy since I was young, I have built a business utilizing different strategies that keep Clients feeling confident about their financial future. Like Cathy, I work with a variety of Clients. I enjoy finding solutions for the many unique situations that individuals, families, or corporations have. I feel excited to be a part of the HGH Financial family. I believe that this formation will enhance the Client experience.

Since 2014, I have helped Clients protect what’s most important through personal health insurance, travel insurance and disability insurance. I’m the first point of contact for all Clients within HGH. I coordinate the administration and operational processes of the business.

Outside of work, I enjoy spending time with my family and paddle boarding. 

After a twenty-five year progressively responsible corporate career I joined Sun Life as an Advisor in 2009. Over the past fourteen years, I’ve built a thriving multi-disciplinary practice. I’ve also acquired the designations of CERTIFIED FINANCIAL PLANNER® and Certified Life Underwriter®. Within HGH, I bring extensive experience when it comes to wealth management. I also build and implement holistic financial plans, particularly focused on sustainable retirement income plans.  

When I’m not working, I enjoy spending time with my family. 

Whether you’re thinking about your family, home, career, health or retirement –or any combination of these –we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities –throughout your life.