I work with you and your family to help grow and preserve your wealth. Together we establish a well-founded comprehensive and customized wealth management plan.
As a Certified Financial Planner, Chartered Investment Manager and Fellow of the Canadian Securities Institute with 16 years of industry experience, I am equipped with the knowledge and expertise to handle your complex wealth management issues. I am passionate about providing excellent customer service, a positive client experience and sound investment advice. I have established myself and my business with a strong focus on ethics and integrity. I believe that it is my duty to educate my clients and put the needs of my clients first.
I was born and raised in Thunder Bay and both my Honours and Masters Degrees are from Lakehead University. I am the founding chair of the GenNext Day of Caring with the United Way. We complete much needed projects around our community every year. My husband, Steve and I live with our family in the country and enjoy spending time on our small hobby farm.
Please Contact Us
Please call me at 807-346-1314 or email at firstname.lastname@example.org today to see if you and your family could benefit from my customized approach to wealth management.