About

I am the CEO and founding partner of Vitalis Financial Services and have been an advisor with Sun Life since 2004. As a holistic advisor, I take pride in working closely with Clients to provide financial peace of mind through insurance and investment planning. I specialize in pre and post retirement savings and income planning. I also work with small business professionals helping them integrate corporate planning with their family and personal planning needs.

Prior to joining Sun Life, I worked in human resources. This background has been a great asset in assisting Clients with their individual financial planning needs. I have blended my desire to help others into a rewarding career. I strive everyday to provide high quality, personalized service to Clients.

I live in North Vancouver with my husband of over 21 years. We are blessed with two beautiful daughters. To give back to the community, I am the chair on the board of my daughter’s school. Our company also supports the local North Shore Women’s shelter as part of our annual service commitment. In my free time, I enjoy gardening, travelling and spending time with friends over a great meal.

I can empathize with the feeling of not knowing where to start in terms of your finances. It can be confusing and overwhelming. I want to take the guesswork out and provide education so that you feel confident in your knowledge and have the ability to make informed decisions. Our firm’s process centers around planning. We take into account all aspects of your life before making recommendations.

I am proud to hold the CERTIFIED FINANCIAL PLANNER® designation. I am licensed to work with Clients in both British Columbia and Ontario.

I specialize in working with families, self-employed health care practitioners looking to build their practice. I also work with tech company employees who are looking to better understand their robust benefit packages.

As part of our firm’s multigenerational approach, I provide the children and grandchildren of the firm the same level of support that their parents and grandparents receive.

Prior to my career in the financial services industry, I worked in public relations and communications. The skills developed in that career have proven to be helpful in working with a diverse group of Clients. I am happy to be part of the Vitalis Financial Services team. I believe working collaboratively and using our collective knowledge to solve problems provides Clients with even better support.

In my spare time, you can find me travelling, enjoying the outdoors with my dog, Moose, or skiing in Whistler with my husband.