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.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.