I believe that a solid reputable advisor is only as important as the relationship they have with their clientele. We will share dreams, hopes and goals, aligning us to successfully strategize for future; in line with what is important to you.

After earning my undergraduate degree in Finance, I spent three years abroad teaching at a Japanese public school. Following that, I returned to Canada and started with a large bank. I soon realized my passion for teaching others and moved quickly into a leadership position. I spent more than a decade in various leadership roles and moving throughout the province of BC. I came to realize I missed the direct connections with clients and the personal relationships that evolve.

I hold numerous financial related courses obtained throughout my career. This experience and education have aligned perfectly with my skills, and I work to create personalized financial strategies for my clients, placing financial well-being at the forefront.

When I am not working, I enjoy spending time with my two boys and dog doing one of our many outdoor activities, or just being ourselves at home!

Focus areas

  • Business Owner Considerations
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Wealth Protection Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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