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Being a part of helping you achieve your goals and dreams is what I am most passionate about. My objective is to take you into your retirement years with confidence. My priority is to ensure you achieve your goals through holistic wealth planning and investment advice that is personalized around you, your family and what is important to you over the long term.
I will work with you to formulate personal strategies that will help to ensure that you can achieve your dreams. Through implementing tax, estate, business succession, investment and planning strategies, you will receive a holistic and truly personal approach to your wealth accumulation, preservation and transfer.
It Begins with a Holistic Wealth Plan:
Your goals are the primary drivers behind what you do and how you do it. I can provide you with the guidance over the long term to help you achieve those goals. This starts with a plan and expands from there to ensure we cover the various areas of your financial well-being from investment solutions, retirement advice, tax strategies, estate planning strategies, to wealth transfer strategies.
Long term relationships are built on trust:
The relationship you choose to entrust your financial guidance to must have a strong foundation of trust. I am committed to ensuring you are confident each step of the way that your wealth goals are as much my priority as they are yours. It is important to me that you succeed in achieving your goals and I will be here to guide you along by being straight forward, accessible, accountable and adaptable to you.
The simpler I can make it for you, the better:
I am committed to working with you alongside various TD Specialists to help you achieve your wealth goals. As the financial landscape continually becomes more complex, I am committed to ensuring my skill set continually evolves with it through continued education. I am committed to simplifying the investment and wealth management landscape for you so that you can continue to focus on what is important to you and your family.
I have been in the financial services industry for twenty years. I specialize in wealth strategies and retirement planning for a select group of individuals and families who entrust me to help them ensure they can experience the dreams they have set out to do for themselves and for those they care about.
I hold the Registered Retirement Consultant designation through the Canadian Institute of Financial Planning. In addition I hold several courses through the Canadian Securities Institute including the Professional Financial Planning Course and am constantly continuing my education.
When I am away from work I love spending my time with my husband and two Labrador Retrievers. We enjoy hiking, mountain biking and time away at the cottage. My family time brings me the relaxation and rejuvenation I need to remain inspired and passionate.
Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757
University of Manitoba Bachelor of Arts
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.