I earned my CFP® designation in 2006 and I aim to educate individuals and families on securing themselves financially. I especially enjoy helping women take ownership of their financial future.

I use an established process that I call "LIFE". I like to say that I walk through LIFE with my clients and build personalized strategies to help them achieve their goals and keep them on track.

I won't disappear when you need me the most.

I have built my business by treating my clients as I want to be treated, a simple idea that still makes sense in today’s complex world.

I continually upgrade my skills and knowledge, to keep current and deepen my understanding of financial strategies. In 2017, I received the Fellow of the Canadian Securities Institute® (FCSI) designation which recognizes high professional standards and significant contributions to the Canadian financial services industry.

I am honored to be the Past-President of the Sault Ste Marie Kiwanis Club and an active with our local Alzheimer Society. Community involvement and being of assistance to others are areas of interest to me. I was raised that volunteering and giving to others is essential in helping to make our community a better place.

Our Branch goal is to provide answers so you feel informed, understood, in control and secure.

Financial clarity is a beautiful thing.

Please contact me to book a one to one appointment at
[email protected]

Focus areas

  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Education Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Pets
  • Volunteering
  • Personal Fitness
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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