RiverKeeper Wealth Management

I grew up with the belief that we were put on this planet to do good for others. Financial matters impact us all and there is so much we aren’t taught in the early years. It is for this reason that I entered into the financial industry – it allows me to do something where I can live up to that belief daily. In the 32 years I have spent providing financial advice to clients, I’ve uncovered that my experience and passion shine brightest when I am supporting clients with their retirement income planning. I help people close the gap of where they are today and where they need to be to retire. This requires patience, planning and commitment. I work alongside my clients to understand their unique goals and desires. From there, we build a comprehensive plan that is designed to help them to accumulate the wealth they need to pursue their retirement dreams.

I completed a degree in Economics, but what has prepared me best for this career is spending ten years working for a small business where I worked directly with clients and staff on the front lines. My educational background coupled with my work experiences have equipped me with the tools and knowledge to best support clients in their financial journey. When I think about what I love most about my job, the answer is simple. It’s the people I work with every day. I feel driven by supporting my clients in reaching their long and short-term financial goals. I understand some of the challenges that can come with retirement planning and times of transition, but I like to empower my clients through open dialogue to alleviate some of the complexities that can arise. By working together with open communication, I can help you avoid the unnecessary pitfalls that others may fall into.

My life isn't all work and no play. I love human powered sports, especially on the snow and water. Cross-country skiing, downhill skiing and my favourite, backcountry skiing, are winter activities I train for all year round. When the sun is shining, you can find me swimming, paddle boarding, kayaking, sailing, windsurfing and windfoiling. That’s how I take advantage of living on the shore of Lake Erie. I’ve also got a passion for music and love playing my guitar to unwind.

I’ve been a numbers and people person my whole life, so it has always felt like a natural fit to work in this industry. When I joined this team in 1996, I was able to combine my knack for numbers with my love for helping people. Gillian and Hank have always had a great vision for the team. They’ve created a culture and brand that I am happy to be a part of year after year.

My educational background includes the Canadian Securities Course, three years of the Certified General Accountants Course and lots of hands on experience in accounting. Prior to joining TD Wealth, I worked as a part time bookkeeper, so I could be at home while I raised my two boys, Tyler and Braden.

Outside of the office, I enjoy travelling, shopping, making gift baskets and going to the gym with my friends. I weave in my passion for fashion and the community by volunteering with the Prom Project. It’s a great cause that is dedicated to helping young girls feel good inside and out on their big night. I’ve been a part of this cause for the past three years and get so much joy out it. I’ve been married for over 33 years. In addition to our two sons, we also have a lovely dog named Mitzy who just turned 17.

Fun Fact: my nickname is Safety Sue. My family, friends and co-workers all call me this because I’m always prepared for any situation.

I have spent over 25 years as a licensed Investment Representative, where I have continued to hone my skills and build lasting relationships with clients. In 2000, I joined this team and have enjoyed growing with them ever since. I am known for my administrative expertise, but where I get my biggest sense of fulfillment is the close connections I have forged with our clients and their families. Truly personalized service is what I aim to provide every time because I want all of our clients to feel welcomed, appreciated and ultimately enjoy their experiences with us.

Family is central to my life and it’s who I love spending my time with outside of the office. My husband and I have been together for over four decades - 43 years to be exact. During that time, we’ve raised our two sons and have now welcomed three grandchildren into the family. My husband and I both love travelling, so when time permits, we take advantage of it to recharge and experience new adventures.

The finance industry is an ever-changing environment that requires a keen attention to detail and the ability to connect and create lasting relationships with clients. As someone who values building trusting relationships and enjoys the strategy behind financial planning, I decided to complete my Canadian Securities Course in 2013 to become a Client Service Associate. I started at TD Wealth Private Investment Advice 2013 and joined RiverKeeper Wealth Management in 2017. In addition to doing my best to provide friendly, efficient and reliable client service, I’m committed to helping our team and clients achieve their goals.

I graduated from Brock University with a BA (Hons) in English Literature and Communications. As a lifelong learner, I knew I was hungry for more education after I completed this degree. This is what led me to complete the Wealth Management Essentials course. Additionally, at RiverKeeper Wealth Management, I get to come to work every day and learn firsthand from our team of experienced advisors and specialists. It’s something I value tremendously as I continue to grow in this industry.

Outside of the office, my top priority is spending time with my pup, Augusta. She’s a rescue dog from Georgia and I want to provide a happy and active life for her. On the weekends, you can find me at Trivia Nights where I like to keep my mind sharp and spend time with friends!