I focus on working with clients to build their financial confidence and resilience to help them embrace and navigate life's financial opportunities and challenges using insurance and investments. As a Certified Financial Planner® (CFP®), Chartered Life underwriter® (CLU®), Certified Divorce Financial Analyst® (CDFA®) and Chartered Financial Divorce Specialist (CFDS), I incorporate my expertise from my professional experience as a post-secondary executive and advisor in the technology sector and on Bay Street.
I hold a Master of Arts (MA) degree in Economics from the University of Victoria. My master's degree research focused on insurance regulation in Canada.
Born in Nova Scotia, I grew up on Prince Edward Island before making my way to British Columbia when my father was transferred to CFB Comox. I currently live in Kelowna, BC, and am passionate about swimming and building community. When not working, I can be found learning and enjoying time with my family.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.