Growing up, my father told me to always 'have a plan A, B & C", and to "prepare for the worst and hope for the best". While it sounded pessimistic at the time, it turns out he knew what he was talking about.

When I was a teenager, he was forced to leave work due to a disability. Fortunately, his disability plan afforded our family the ability to adapt. I spent my afternoons helping mom in her small retail store, and my father became a philanthropist dedicated to local and international organizations. I learned 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. In 2008 I was offered my first Limited Partnership and asked to be a part of the leadership team. Over the past 20+ 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 protect their wealth.

In my practice, I build financial strategies tailored individuals and families. 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 customized strategy designed to protect their goals. I am approachable, transparent, and committed. Together, we celebrate achievements, adjust for changes, and make the financial decisions that are right for them.

As a daughter, sister, wife and mother of two active boys, I have made the Cowichan Valley my home. When I am not working, I spend my time on our farm, volunteering, driving my kids to activities, and reminding them to "always have a plan A, B & C". I am honored 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

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