I love people. In fact, my greatest motivation as a financial advisor is using my knowledge to help others succeed.

Getting to know the people I work with and staying connected to them is not only a great joy for me but also a benefit for my clients because, in order to develop customized financial strategies, I need to understand what is most important to them. Close personal relationships help me do that.

In both our branch and behind the scenes at Edward Jones, we are truly focused on you. Thousands of associates and advanced technologies support my branch office so that we can help you, alongside our firm’s 7 million clients, reach your long-term financial goals, protect your family and transfer your investments to the next generation in the most tax-efficient way. My Branch Office Administrator Lisa Seeley helps ensure you receive the highest level of service.

I have worked in several roles at Edward Jones since I started in 1999, including product development, in-depth retirement planning advice, and coaching and training to help teams deliver an ideal client experience. In 2017, I became a Financial Advisor to share my knowledge and expertise with others.

I obtained my Bachelor of Arts in Economics and am a Certified Financial Planner (CFP) and Life Insurance Agent. With over 28 years in financial services, I am equipped to help you navigate through decisions to prepare for the future.

Raised in Toronto, I am thrilled to be living in my husband’s hometown of Port Elgin with our two daughters. We moved here in 2017 and have been welcomed to Saugeen Shores with open arms. I love spending time with my family and enjoy my work with the School Community Council and serving on the Board of Directors for the Saugeen Shores Chamber of Commerce. I am also active with the Chantry Island Cham-bettes (fun group of ladies).

Together with my clients and community, we are making Saugeen Shores a great place to live and retire.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Cooking
  • Camping
  • Swimming

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More