Thank you for visiting my page and welcome! I believe the most important element of helping others is chemistry. Are we the right fit for each other? How can I help you if I don’t know anything about you, your needs, and your aspirations? I love to help others. It’s what makes me a good friend, wife, mother, sister, daughter, and financial advisor.

In order to understand you, I have to truly get to know you so I can discern what's important to you. This includes understanding where you are financially and what your life dreams are. I can then partner with you to create an investment strategy tailored to your unique needs and designed to help you achieve your goals.

For those who are just starting to invest and who are interested in setting goals but are not sure where to start, I can help. For those who are already investing and in a good position, I'd be happy to meet with you to show you how we partner with our clients to help them keep on track throughout their lives. I take a solutions-oriented approach to investing, and I enjoy working with my clients to achieve their goals.

Everyone wants to live life to the fullest, and their needs and goals are different. I spend time to get to know you and ensure that I am partnering with you to travel down the path that you desire for your life. I'd love for you to get to know me as well. I grew up in St. Thomas, Ontario. I went to McMaster University, where I met my husband Brenton. My life consists of many joys because of him, our two daughters Sai and Alannah, and all of the things we love to do together. Be it as big as travelling and scuba diving, as simple as curling up with a good book, or playing board games together, I’ve planned my life and our investments to ensure we can enjoy it to the fullest. I would love to see you do the same.

Feel free to call in or stop by the office anytime: be it for a meeting to learn more about how we can help; for a quick question; or a coffee. We would be pleased to meet you!

My Personal Interests

  • Spending Time with Family
  • Camping
  • Reading
  • Scuba Diving

Office Information

Office Address

5061 New Street Suite 205 Burlington, ON L7L 0G1

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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