I am happy to be serving the communities of Perth, Carleton Place and the 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. Our Perth office of two Financial Advisors, my husband John and myself, and two Client Experience Specialists gives us the opportunity to have a very personalized approach. Edward Jones started doing personalized business this way over 25 years ago in Canada and has not strayed from this business model in all these years. It is very important to our office team because we value getting to know people.

I take my time to understand what your 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. John, the girls and myself are a very busy family, living in Lanark on a small hobby farm. As a family we love spending time together, travelling and taking care of our small alpaca herd, Maremma sheepdogs, goats and other farm animals. It is a new adventure for us and we are very excited to be able to be part of such a 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.