About

As an Associate Advisor, I can give you the insight, support and useful solutions to meet your needs and help build your financial strength. I graduated from University of Alberta with a Bachelor of Science degree and Gonzaga University with a Masters of Business Administration degree. The combination of my education and experience in the Kootenay Region gives me unique insights into your financial situation. Together, we can build a customized plan that will help shape your future. Whether you're single, have a family or you own a business, I can help you achieve lifetime financial security.

As a Sun Life Financial advisor since 1983, I've helped many clients make informed financial decisions to reach their goals. My father, George, started helping clients make sound financial decisions back in 1958 with Mutual Life. I'm proud to continue his 40-year dedication to customer service and care. My team and I have a sincere respect for the needs of clients who come to us for help. We listen to clients and strive to meet their insurance and investment needs with a focus on integrity, knowledge and the highest standard in client service. By developing a relationship with you, we're able to look at the bigger picture and make recommendations today that can help meet your financial needs tomorrow. With regular reviews, we can make adjustments to your plan as your needs change over time. Whether you're single, raising a family or running your own business, We have the expertise to help you maximize your income, protect your savings and retire your way.

As a Certified Financial Planner, I specialize in providing holistic advice that sees the big picture. After becoming frustrated with the financial industry in my youth, I made it my objective to learn the ins and outs of all things finance so I can help break down these concepts for others. Once I earned my CFP designation, I joined the Pettigrew Financial team and together our combination of experience, knowledge, and community all work to provide Clients with the highest level of financial advice.

Whether you're trying to save for retirement, plan for your child's education, or protect your loved ones, we can give you options that are best suited to your unique situation.