I have always had a passion for investing and the magic of compound interest. I started saving money as a young teenager with a paper route and invested my earnings in Canada Savings Bonds. When I saw my money growing, I was hooked!
It is very important to me that my clients leave my office knowing or understanding more than when they came in. I eliminate the jargon and help my clients become more financially literate. I love sharing my knowledge and helping to simplify things so that my clients can also get excited about the magic of compound interest and personalized strategies built to make their dreams and goals a reality.
We use an established five-step process to understand what is most important you. From there, we create a personal plan to not only get you on track but keep you on track through regular meetings and open communication. Planning is a process, not an event!
My team consists of myself and Anne Samuel, Branch Office Administrator. Together, we partner with individuals, families, business owners and professionals. We particularly enjoy working with multi-generational families and helping young people get started in their investing career. We will partner with you to build financial strategies for retirement, education savings, tax and estate considerations – we'll make sure your estate plan considers the families and charitable organizations that you care about. We will also review risk tolerance to make sure you are comfortable with the overall approach.
I earned an MBA from Queen's University through its joint MBA/CMA program. I value continuing education and became a Chartered Investment Manager in 2017. I have held numerous leadership positions within the firm, including Culture of Compliance Leader, Client Solutions Leader, and Women’s Inclusion Leader. I also currently serve on the Client Focused Reform Advisory Committee. Outside the office, I enjoy traveling to new places and trying to practice my French.
Contact my offi
- Wealth Strategies
- Business Owner Considerations
- Divorce Finances
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Protection Strategies
My Personal Interests
- Animal Rescue