Growing up in Winnipeg I learned from a young age the importance of community and how each and every one of us has their own unique story to tell. Through my early days of volunteering and throughout my educational journey, I developed a passion for working with all people which led me to my true calling; listening, guiding and advising people to help them focus on living and enjoying what is most important to them.
I have spent over 25 years in the financial services industry as an advisor and senior leader within the wealth management business. The purpose of my current practice is to support the financial well-being and wealth goals of all my clients. I take an inclusive approach with a focus on helping affluent women, business owners and families achieve what matters most to them.
I believe in creating authentic, valued and trusted relationships through advising and fostering clients with the tools necessary to help my clients reach their financial goals. These goals are much more attainable and empowering when there is a clearly defined direction. Some may think it is the money and numbers on a spreadsheet that is the goal, but I believe it's the emotionally driven experiences in life that mean the most. Money is simply a means to make it happen. Experiences are the differences you can make in your family, community, or charity. I will work together with you to define these experiences and create a customized wealth plan to help make them happen. This is why I call my process "Experience First Planning."
Supporting the community is important. Me and my family are strongly connected to the community, volunteering with several local charitable organizations. I have a passion for the Arts; from opera to ballet, theatre, dance and the visual arts - I believe each of these art forms bring our community together with one voice. I also believe in a healthy body, mind, and spirit. Through exercise I partake in mindfulness meditation, enjoying golf in the summer and ringette gets me through the long Winnipeg winters. The most important experiences are spending time with my husband, two sons, our little dog Jet and our close friends and family.
I have a Bachelor of Commerce Degree and Master of Business Administration (MBA) from Dalhousie University. I hold the Certified Financial Planner (CFP) designations from FP Canada, obtain the membership of the Society of Estate & Trust Practitioners with the (TEP) designation, and also hold my Certified Executor Advisor (CEA) designation from the Canadian Institute of Certified Executor Advisors (CICEA).
Current Chair - Board of Trustees for Manitoba Opera, Board member Nellie McClung Foundation, Member of Women of Winnipeg (WOW). Director Winnipeg Women's Conference. Former National Board Member Children’s Wish Foundation of Canada (Now Make a Wish Canada) Past board member of the YMCA/YWCA of Winnipeg. Community events & committees with the Royal Winnipeg Ballet, Cancer Care, United Way, The Canadian Museum for Human Rights, Ronald McDonald House, Pride Winnipeg and Juvenile Diabetes (JDRF).