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.
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.