About

Choosing an advisor that you trust is so important. I’m dedicated to earning your trust and creating a plan that helps you reach your dreams. You can rest easy knowing you’re in good hands. I work with everyone from those just starting their career or family to people looking to downsize and pass on their hard-earned money to loved ones. My top priority is to make sure you’re comfortable and have all the information you could possibly need. I believe knowledge is power. I am far from pushy, and I take pride in the work I do for Clients. To me you are not just a client - you are my friend, and friends have your back.

When we begin working together, I want to learn what your needs and goals are. I also want to understand what you’re looking to get from working with an advisor. From there, I’m able to help you to achieve your goals.



My office is in Waterloo, Ontario. If you would prefer to meet virtually, I’m happy to accommodate. Contact me to get started.

I have worked in the financial service industry for over four years and grew up with a mother who also worked in industry. My upbringing consisted of many financial conversations at the dinner table. This shaped me into the person and advisor I am today.

Not only do I like helping Clients – I love helping Clients. There is no better feeling than knowing the plans, products and decisions Clients leave the appointment with are the right ones for them. I treat you how I would like to be treated.