They say life is the greatest teacher of all. From a young age, I learned how to take care of others. Some days that meant helping my family stay organized and caring for my younger sisters; other days it meant assisting my parents with their business. Not only did I see first-hand what it took to run a business, I also learned the value of having a plan in place. All of those lessons come into play as I serve my clients today.
Our office. Working as a financial advisor gives me the great honor of earning my clients’ trust, every single day. I’m proud to be the only woman based out of Summerland with the CERTIFIED FINANCIAL PLANNER® designation: long considered the gold standard for financial planning in Canada. Robyn Gee, our business office administrator, is the friendly face who greets clients and makes them feel part of our branch office family. Her commitment and attention to detail help deliver some of the best customer service in the industry.
Our clients. We work with a variety of clients and have a passion for working with women and empowering them to take control of their finances. This includes women retirees and those approaching retirement, where we can make an impact at that critical point in time. If desired, we can work closely with accountants, lawyers and other trusted professionals to assist with wealth and protection strategies, transitioning retirement plans and estate considerations.
Our community. I love raising my daughter, Rylee, in Summerland. My great joys include being a trusted partner in this community as well as giving back to it. My partner, Nick, and I enjoy attending community events and supporting local fundraisers and organizations.
Wherever you are on your financial journey, I can help you discover the sense of security that comes from having a plan in place. Our office has the support of thousands of people and advanced technology to help you reach your goals. Together, we’ll handle all the lessons life has in store.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Wealth Protection Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Spending Time with Family