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.

As a child I watched an adult movie that many of you also watched in the 80s, it was the movie Wallstreet, and I loved it! I was too young to understand what was actually happening but from that moment on I knew I wanted to work in the world of finance. After discovering my love of the financial world, I quickly graduated to playing “banker” using monopoly money! As you can see, I was destined to go down this path before it even made sense to me. Fast forward 40 years; as a Financial Planner at Sun Life, my passion is working with Families, Business Owners, Retirees, and individuals of all ages just like you. Together we will take a journey throughout the different stages of your life and help you achieve your ever evolving financial needs with a focus on holistic planning to make sure that you, your family, and your business are financially secure. 

Bonnie Morgan-Hamm, CFP®, is an Associate Advisor on my team with over 30 years of experience in the financial services industry. Bonnie brings a wealth of knowledge and experience to her role as an Associate Advisor. She focuses on providing comprehensive financial planning and investment management services to high-net-worth individuals and families. Prior to joining my team, she worked as an Independent Financial Advisor at Sun Life where she excelled at developing tailored wealth management strategies for Clients with complex financial needs.

Bonnie takes a holistic approach to understanding Clients' financial needs and goals. She works closely with them to develop and implement strategies addressing areas like retirement and estate planning, tax efficiency, risk management and insurance needs. Bonnie also oversees the ongoing management of Client portfolios. When she's not serving Clients, she enjoys spending time with her family, 2 fur babies, and running or biking all around the province.

She remains committed to continuing education to stay on top of changes in the industry and clients appreciate Bonnie’s caring and knowledgeable guidance. With her extensive experience and dedication, she is well-equipped to help individuals and families achieve their long-term financial objectives.

 Jasmin is a dedicated Service Associate with a strong background in the banking industry. With over 4 years of experience, Jasmin has developed a deep passion for providing exceptional customer service and building lasting relationships with Clients. After starting her career in a local bank, Jasmin quickly distinguished herself through her attentive, personalized approach to Client interactions. Jasmin’s commitment to Client care and her desire to make a meaningful impact led her to transition into a Service Associate role, where she could further utilize her experience to support a wider range of customers. In this position, she has excelled at resolving complex inquiries, troubleshooting issues, and going the extra mile to ensure complete customer satisfaction. Known for her patience, empathy, and problem-solving skills, Jasmin is a trusted partner to the individuals and families our team serves. Her passion for making a difference in people's lives is evident in every interaction, and she takes great pride in being a reliable, knowledgeable resource for Clients.