I am a proud mother of two incredible boys, Braydon, 26 and Connor, 25. I was born and raised in Castlegar and moved to Prince Rupert in 1987 where I spent 30 years. My passion and dream was always to move back to the Kootenays and I was able to move to Salmon Arm in 2017.

I built my practice on the values and principles of being able to assist clients in a professional and comfortable environment. I have been assisting clients for over 25 years and I can say that I feel I have learned more about working with people and understanding what's important to them than I have from a text book. It is truly listening and learning to how an investor may think and feel during volatile markets that has enabled me to explain the importance of building a portfolio that is sustainable through all market conditions.

I believe that success to a quality experience with the markets and the growth of your portfolio lies with the trust and relationship you have with your Financial Advisor. I believe it is very important to understand that life events are the secondary risk to your financial success and this is why, while sitting with me I will talk about what is important to you and ensure you are protected not only from the markets but also unexpected life events such as pre-mature death, disability and sickness. My greatest achievements in this career have been the work and education I do in retirement, estate and life event planning.

I am a strong believer in supporting the community and have participated and supported some of the local events since moving to Salmon Arm two years ago. I will continue to look at ways in which we can do this, as it is, in my opinion an important part of what I do.

Outside of my passion for work is my love for my dogs, sports and enjoying the weather. I am an avid golfer and am very much enjoying my new interest of racquetball.

I would love to meet you and find out what is important to you.

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 Closed
Sun Closed

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