I specialize in helping people find financial balance and security, guiding those accumulating wealth, assisting individuals and business owners transitioning into retirement, supporting through a loss of a spouse or partner and help to navigate through divorce or separation.

We partner together to develop a personalized investment strategy geared toward your unique long term goals. I will work with you to determine the simple steps to take to achieve your goals as well as to review your plan to ensure you are on track.

I provide easy to understand financial advice for individuals, families, people in transition (job loss, divorce, business owners, and pre-retirement). We help serious long term investors who want to achieve their financial goals through our five step process.

Focus Areas:
Retirement Income Strategies
Retirement Strategies , Group RRSP
Intergeneration Planning
Business Owner Considerations
Estate and Legacy Consideration
Registered Education Plans
Registered Disability Plans
Special Needs Financial Planning (intrust)

I have over 15 yrs of experience in financial strategies and have a CFP designation (Certified Financial Planner, B Com, Canadian Securities Course, Life Insurance License and many other financial courses.

I serve clients through out Victoria, Vancouver Island, Mainland BC, Okanagan and Alberta.

On a personal side my husband, Mike and I have a daughter aged 4 and her little companion Diesel, a Boston terrier. We enjoy travelling, hiking in our beautiful BC backyard and pool time as a family.

Our branch team in North Saanich is made up of myself and Branch Office Administrator, KT (Kelly Thexton) who has worked in the financial industry for over 30 years.

We are grateful for the opportunity to work with you. Please contact my office to arrange a complimentary portfolio review. Where we can discuss the possibility or partnering with you.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 07:00PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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