My clients' interests always come first - Always.
I became a financial advisor because I have a passion for investing and helping people meet their financial goals. Starting the journey is simple – by answering a few questions we'll work together to understand what's most important to you and your family based on your unique needs and situation. Then we'll partner together to turn your vision into a reality. My approach is designed to put you at ease. I understand that reaching your goals is a journey and I'll be in it with you for the long-haul, coaching and guiding you every step of the way. I focus on providing guidance about all aspects of your life - preparing for retirement, living in retirement, preparing for the unexpected in both life and legacy. By using a long-term investment philosophy I will recommend personalized financial strategies to meet your goals.
My career in the financial services industry began with Scotia Wealth Management (also known as Scotia Capital Inc.) in 2012. My previous work experiences include: a management role in Sales & Marketing and domestic & international conventions and event planning.
I believe in living a balanced life and I spend most of my leisure time with my husband John and improving my culinary skills. My bakeries and Asian cuisines are well known and popular in the neighborhood. My community is also important to me and for many years I have volunteered to conduct educational financial seminars at my local community center and library on a regular basis to help people in the Richmond become educated investors.
Whether you're planning for retirement, saving for post-secondary education, or trying to protect the financial future of the ones you love, I can partner with you to help you achieve your goals. It all starts with a conversation. Give a me call to get started.
- Wealth Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
My Personal Interests
- Active Lifestyle
- Culinary Arts
- Health & Nutrition