I’ve always enjoyed problem solving. This started as a child solving puzzles, and continued in my studies as I completed my degree at Simon Fraser University; my love for problem solving carried into my first career where I spent 15 years working in Civil Litigation and Alternate Dispute Resolution as a Research and Policy Consultant to the Federal Government, advising Crown Counsel and Senior Staff on points of historical and jurisdictional liability. The skills used there - teaching, research analysis, problem-solving - have been instrumental in helping keep my Edward Jones clients on track with all of their savings and financial goals.

As your Financial Advisor, it is important to me to know what's important to you and to help build clarity into your financial picture. As your Financial Advisor, it is important to me make time for you, to listen to you, to never lose sight that these are your savings and your goals. As your Financial Advisor, you are not alone: we work together as a team, using a systematic process to understand all of the pieces of your financial picture, pulling all of the pieces of your puzzle together using strategies that are customized to your unique scenario and designed to keep you on track with the things that are important to you.

I have been serving families and small businesses in the Cowichan Valley since 2012, initially out of the Cobble Hill office, then from the Duncan Branch since May 2013. A Cowichan Valley resident since 2002, I actively give back to the community as a member of Duncan Daybreak Rotary. I am active in the small business community as a member of the Duncan Cowichan Chamber of Commerce; and as a current member and past president of Valley Voices BNI (Business Networking International).

Please give Teresa, my Branch Office Administrator, a call to book an appointment: together we'll ensure that all the pieces of your puzzle really have you on track with the things that are important to you and your family.

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Business Retirement Plans
  • Intergenerational Planning

My Personal Interests

  • Social Responsibility
  • Volunteering
  • Wine Collecting/Enthusiast
  • Music

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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