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.

My hard work, commitment and success have been recognized by the independent industry association, Million Dollar Round Table. I'm currently ranked in the top 1% of financial professionals worldwide.

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.