You’ve worked hard, you’ve saved and everything is going according to plan. Then, the unexpected happens and your life isn't on the path you laid out. It took two life altering events in my life for me to find my true purpose and develop a clear vision for how I will make a positive difference in the everyday lives of my clients.
As an Edward Jones Financial Advisor, it is my privilege to invest my time to understand what you’re working toward and what’s truly important to you before you invest your money. I practice complete wealth management, which is the combination of investment consulting, advanced planning, and relationship management to develop a holistic financial strategy that includes preparing for the unexpected.
We work predominantly with entrepreneurs, and professionals that have families. Like many of our clients, I am a business owner and live in the Sea to Sky with my family.
I have been a Financial Advisor with Edward Jones since 2010, and have earned the Certified Financial Planner® and Chartered Investment Manager® designations. I attended the University of British Columbia’s Sauder School of Business and graduated a member of the Golden Key International Honour Society with a Bachelor of Commerce Degree.
My Senior Branch Office Administrator, Barbara Champagne, has been with me since 2012 and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call her for administrative questions regarding your investment and insurance statements, or your account in general.
I look forward to the opportunity to meet you and to learn your story - uncover what's important to you, and determine where you will get the best value from your financial relationship.
- Business Owner Considerations
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Socially Conscious Investing
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family