As a financial advisor, I want to understand what is important to you. whether you're new to investing or have been investing for years, I will work with you every step of the way, providing you with candid advice and tailored strategies - so you can move forward with confidence.

I was born in Singapore and lived in Jakarta, Indonesia until moving to Vancouver Island in my early teen years when my father became a paraplegic. My father always said to "Have a plan A,B & C" and if it weren't for this mantra, my life experience could have been very different. His plan "C" included disability insurance that afforded our family the ability to adapt. I learned early the importance of adapting to change, the rewards of building strong community relationships, and the value of a financial strategy.

I began my career with Edward Jones in 2001 where I developed a passion for the industry and in helping our clients both reach and celebrate milestones in their lives. In 2008, I was offered my first Limited Partnership and asked to be a part of the leadership team. Over the past 22+ years, I have been through different market cycles and watched the industry evolve. I learned how to navigate volatility and identify opportunities, gaining the knowledge required to help my clients build financial strategies designed to help protect their wealth.

In my practice, I work with tax and estate professionals in the best interest of my clients. I offer workshops and educational seminars on a variety of helpful topics. I build long-term relationships with my clients by listening, understanding their values, and building a personalized strategy designed to help them achieve their goals. I am approachable, transparent, and committed.

I live in the Cowichan Valley with my husband and our 2 boys. When I am not working or volunteering with various organizations, I enjoy spending time on our hobby farm. I spend my weekends cheering my kids on in their sports, and reminding them to always "Have a plan A, B & C." Let's plan for the best, allow for adjustments, and be prepared for what life gives us.

I am honoured to work and live in this beautiful and supportive community!

Focus areas

  • Divorce Finances
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Special Needs Financial Considerations
  • Wealth Protection Strategies

My Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Farming
  • Spending Time with Family
  • Volunteering

Office Information

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