Every investor should feel understood, in control, confident, and secure. That is why I chose a career as a Financial Advisor.

I advise and guide my clients through all of life's special moments - saving for and the purchase of their first home, receiving a promotion, welcoming a new baby, receiving an inheritance, and when they retire or sell their business. I am also there to advise them and hold their hand through the difficult moments - when they lose their job, develop an illness, or when their spouse passes on. Nothing is more important to me than helping them prepare for and achieve their financial goals in all stages of their lives.

I focus on:
- Retirement Savings Strategies
- Retirement Income Strategies
- Tax Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Business Owner Considerations

I have over 30 years of industry experience and joined Edward Jones in April 2016. As a Financial Advisor, I combine the skills I have learned from working in this industry with my CFP® and my CLU® designations, to create tailored investment strategies that fit with my clients' unique circumstances.

I moved to Victoria from Calgary in 1991. When not working, I enjoy travelling, water sports, being active outdoors, spending time with family and friends, and my adorable cat, Poppy.

My office is located in the beautiful Saanichton community (just a short drive north of Victoria). I am proud to be a member of the Saanichton Village Association, and love working in and supporting the community. I serve clients throughout Victoria and Vancouver Island, the mainland of BC, the interior of BC, the Kootenays, and Southern Alberta.

Please contact my office if you would like to arrange a review of your existing investment strategy. I would be happy to discuss the possibility of working with you, alongside your other trusted professionals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Business Owner Considerations
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Active Lifestyle
  • Social Responsibility
  • Traveling
  • Health & Nutrition
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

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