People who know me well tell me I'm genuine, caring and they can count on me to go the extra mile. I’m also known for being forthright and letting my aging dogs lick my face. When I'm not optimizing my client’s retirement plans, you'll find me walking my dogs, playing Uber driver to my daughters, or squeezing in a run or walk up the Coquitlam Crunch.

I’m not one to shy away from a challenge. I knew that this career path wouldn't be easy, but I wholeheartedly know it is worth it. When I was 35, I jumped out of a plane so I could prove to myself that I could overcome my fear of heights. The desire to challenge myself has led to my ongoing pursuit of knowledge, which seeps into everything I do for my clients.

I started my career in finance as an Accountant and spent over 16 years of that 25-year career in the management of pension plans. Throughout these years, the critical importance of saving and planning for retirement was revealed to me time and time again.

Fast forward to today, fewer and fewer people have an actual pension to rely on. For so many years, I had a front row seat to the devastation people faced when they hadn’t planned properly for what could have been their most rewarding years.

Eventually, I couldn't ignore the whisper in me that I could be more impactful by working directly with people as a trusted advisor. Shifting careers to being a personal financial advisor was a big change, yet it feels like I'm finally living my purpose.

Between my years of experience and my competitive, empathetic and thoughtful nature, my services extend far beyond managing investments. Taking all aspects of my client’s needs into account, including tax and estate considerations, it is about building a comprehensive plan that brings my client's goals into sight.

My clients tell me they appreciate my hands-on approach and my ability to listen and communicate in a way that makes them feel heard. I listen to what is important to them and build their plan around their unique circumstances and goals.

Busy professionals, people in major life transitions and business owners bring me in as a trusted partner to elevate their portfolio while minimizing stress and sleepless nights.

If you are serious about investing in your future-self, give me a call to schedule a complimentary introductory discovery session.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Pets
  • Running
  • Gardening
  • Cooking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More