Your Financial Advisor
As a financial planning expert, I like to take a holistic approach to financial management, looking at your total assets and objectives and then giving strategic advice on how to meet your financial goals.
My style is very collaborative. I bring together a team of professionals to provide you with the total financial solutions you need to help reach your financial goals. I will work with you to help assess your whole financial picture and create a plan that is perfect for you.
With over 20 years experience within the Scotia Group, I have gained an in-depth knowledge of the finance industry.
My goal is to help you achieve peace of mind by providing trusted advice and personalized solutions to meet your financial goals.
Financial Planning for Women
A large focus for my practice is working with women. As a woman, I relate particularly well to the challenges and priorities of women. And, it has been my experience that women clients feel more comfortable discussing their financial needs with another woman. As a woman advisor, I have more empathy with my clients' lifestyles and aspirations.
I deeply believe that a dedication to education, knowledge, and a strong sense of ethics are the cornerstones of a prominent investment advisor. I am a Liberal Arts graduate from Simon Fraser University. I have also achieved the globally recognized professional designation of a Certified Financial Planner (CFP), my Financial Management Advisor designation (FMA) and my Canadian Securities Course.