My vision has always been to help empower women and men to better understand their finances. I am here to listen to your goals and dreams, so that we can start to make them a reality. Once we have clarified your goals, I develop individualized strategies to achieve them. We partner together and I coach and guide you along the way. We often revisit and revise the route to ensure we arrive at the same destination.
My clients are open and willing to learn. They understand the value of working with an advisor and are looking for help in achieving their long-term financial goals. They are focused on retiring, estate considering and insurance. My approach is to break down big concepts, so they are understandable to empower clients to be in control of their own financial wellbeing.
I am currently a Member of the Castlegar Chamber of Commerce and Rotary Club.
While not a native to BC, I spent 25+ years living in Nelson and area. My family includes my two daughters, Bodie the Pug and our two cats, Fraser and Aspin. When I'm not in the office, you will find me doing something outdoors, no matter the season. It could be hiking, fishing, snowboarding, kayaking, and the list goes on. How am I getting to all these activities? My jeep, I love my jeep.
When you contact our office, you will speak with either myself or the Branch Office Administrator, Anita Killough. We work together as a team to serve clients in Castlegar, Nelson and surrounding areas.
Please feel free to reach out, even if it's just to ask a question, we would love the opportunity to help with your long-term investment and financial needs.
- Education Savings Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing