About

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

I began my career in financial services because of a love of helping my friends with their finances. This has expanded as I have taken the time to get designations. I have the Certified Divorce Financial Analyst designation and the Certified Executors Advisor designation.

Serving as an advisor since 2011, I specialize in assisting Clients with:

• personal and corporate wealth building strategies,
• insurance protection strategies and
• retirement planning.

I work tirelessly to provide Clients with the knowledge, guidance and motivation to help them fulfill their plans. I give Clients peace of mind, because they know that I will help them take care of their family and future.

Outside of work, I volunteer with Junior Achievement BC, a non-profit organization that teaches financial literacy to local youth. I am on the board of the Tabor Lake Cleanup Society and the Blackburn Community Association. When I’m not busy with these associations I spend time on the lake and snowmobiling. I enjoy spending time with my two dogs and my beautiful partner, Tanya.

As the Executive Assistant, I enjoy sharing the knowledge I have gained throughout my career, with Clients. The more I learn, the more I understand that planning for their future doesn’t have to be stressful.

In my role, I do many administrative tasks for the team. I set up meetings, process paperwork, and provide exceptional service to Clients.

When I’m not working, I enjoy spending time with my nephews. You’ll often find me singing and play ukulele, paddleboarding, golfing, camping or hiking.