In my work, relationships are everything. The stronger my relationship with clients, the more in-depth our conversations are so that I understand what you value most. It's how I build a financial strategy tailored to your goals, your needs and your life – one encompassing your entire financial picture, no matter how complex.
With a written financial strategy, you can feel secure that your money is properly allocated for the future you envision. You can navigate through roadblocks, from a personal setback to sudden market drops. When others make emotional decisions with their life savings, you'll have a foundation to avoid reacting and instead focus on long-term goals. All the time, I am right here with you.
I focus on helping people, like you, answer the most common retirement question: "What can I spend in retirement?".
I will work with you to determine how much money you can spend in retirement, help you grow it if you need more, preserve it if you have enough, or help you plan to give it away if you have extra.
I serve clients throughout locally throughout Victoria and Vancouver Island as well as across the BC, Alberta, and Ontario.
As an alumna of Pearson College UWC, I am proud to have developed lasting friendships with people from all across the world. I intentionally welcome BIPOC and racialized people, members of the LGBTQ+ community, and women seeking to be even more empowered.
My husband and I have one son, who is a born comedian. Together we have hundreds of plants in our garden and just as many wild lizards keeping our yard clean and entertaining. In my free time, I can be found reading, writing poems and short stories, cycling across continents, or, most-likely eating, my husband's incredible cooking while he tells me about mapping the ocean floor.
- Intergenerational Planning
- Divorce Finances
- Wealth Protection Strategies
- Socially Conscious Investing
- Business Owner Considerations
- Retirement Savings Strategies
My Personal Interests
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