About

With over 20 years of dedicated experience in financial advisory, I take a holistic approach to wealth protection and accumulation.My commitment to optimizing financial portfolios is rooted in a deep understanding of the challenges business owners face. I work to help clients navigate complexities with clarity and minimize liabilities wherever possible.​I am known for my practical, people-centered approach to cash flow planning, and I’ve had the privilege of helping many families achieve financial stability and long-term success.I hold an undergraduate degree from the University of Western Ontario and designations as a Certified Health Specialist (CHS), Elder Planning Counselor (EPC), and Certified Cash Flow Specialist (CCS). I am currently in my final year of studies for both my Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.​Beyond my professional life, I am a wife and mother of two young boys. Balancing a busy career with family gives me a unique perspective on financial planning and reinforces my belief that financial decisions should always align with personal values.​My clients appreciate not only my strategic guidance but also the genuine care and understanding I bring to every relationship. It is important to me that each person I work with feels supported through both their financial goals and their life’s meaningful milestones.