About

After completing my degree in Economics at Queen's University, I've been a proud member of the Ottawa community since 1986. As a CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter, I uphold a strong code of ethics and professional responsibility in my daily efforts when serving others. This aligns with our existing mandate to build meaningful Client relationships through trusted advice and professional service.

As an advisor with over 35 years of financial industry experience, I work closely with Clients and businesses to fully understand their objectives and challenges. With their financial priorities in mind, I help build comprehensive plans and strategies to help them achieve their goals. This commitment to excellence drives me to build a team that will provide the highest level of advice and service to all Clients, now and into the future.

When it comes to planning for lifetime financial security, you want the best for your loved ones. It can be challenging to provide for your family while also looking to the future. I share your concerns because I know there’s a delicate balance between managing day-to-day finances and accumulating wealth.

With over a decade of experience in the financial services industry, I take great pride in my commitment to Clients. This dedication is based on how I would want my own family’s financial futures to be treated - with understanding and care. I enjoy providing peace of mind to Clients by helping them prepare for a successful financial future and protect their savings in the event of the unexpected.

Having been through many ups and downs over the years, it didn't take me long to understand that one should always prepare for life’s uncertainties. Having worked in the industry for 10 years after completing my Bachelor's degree in Business Administration, I wanted to give back to my community as they supported me on my professional journey.

By committing myself to lifelong learning, I dedicated my career to sharing my knowledge with Clients. My aim is to help them achieve their goals by providing them with exceptional services.

I use a proactive approach by listening to Clients' needs, educating them, and building comprehensive strategies. In doing this, I can nurture a strong, long-lasting relationship that will help them along their financial journey.

In my free time, I enjoy traveling, volunteering, and spending time with my family.

Having completed my Bachelor of Commerce degree from Queen’s University, worked for two years as an investment banker on Bay Street, and received my CERTIFIED FINANCIAL PLANNER®, and Chartered Life Underwriter designation, I bring a strong technical, professional, and ethical responsibility in my daily efforts when working with Clients. My specialty is:

• Building long term financial plans
• Providing tax and estate planning strategies and advice
• Creating tax efficient income while in retirement
• Implementing risk management and insurance planning

Each scenario and situation is unique, and working together we can achieve your goals.

As an Advisor Assistant, I help the team and the Clients we work with on many administrative tasks. My goal is to alleviate the workload from our Advisors and reduce stress for the Clients. Then everyone can spend more time working towards their goals.

I’m proud to work on such a great team. I want Clients to feel comfortable and confident working with our team. To play my part, I try to help Clients in the best way that I can. As a people person, I enjoy the customer service element of my job.

When I’m not working, you can find me in front of an easel working on a painting or drawing. I love working with oil paints and graphite drawings and anything crafty! In the summer, I enjoy spending time at my trailer with family and friends. 

With over 10 years of customer service experience, I work closely with our advisor team on the wealth side of the business. I am the first point of contact for most Clients to our office and pride myself on delivering a first-class wealth management experience during every touchpoint. My goal is for Clients to feel as though they have someone they can contact within our office, with confidence they will be received with immediate responsiveness and with high quality information.

Beyond my professional endeavors, I cherish spending quality time with my husband and son, often indulging in camping adventures around Ottawa.