I am happy to be serving the Carleton Place community, and Ottawa area as a financial advisor with Edward Jones. When my career with Edward Jones started, it evolved over time with different roles, but I am happy that my journey brought me to taking a role as a financial advisor. Edward Jones has a very unique business model. All of our offices are staffed by one financial advisor and one BOA, that gives us the opportunity to have a very personalized approach. We started doing business this way in 1957 and have not strayed from that business model in all these years, which is very important to me because I like getting to know people.
I take my time to understand what their individual goals and needs are. I partner with my clients for life, including the ups and the downs. My clients know that I am always here for them, even in the most difficult times. It is also important to understand the level of risk that different individuals are comfortable accepting when investing so we can balance that with the steps necessary to reach your long-term goals and needs.
When I am not assisting our clients with their financial needs, I am busy raising my beautiful daughters, Anastacia and Nikole. Me, my partner and girls are very busy family, living in Lanark on a small hobby farm. As a family we love spending time together taking care of our small alpaca heard, Maremma sheepdogs and other farm animals. It is a new adventure for us and we are very excited to be able to do in such beautiful community.
I go home every night to my family knowing that I have really been able to take care of my clients.
I love what I do and I am happy to be able to provide for others what I am passionate about.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Divorce Finances
- Employee Stock Options
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