I was determined to succeed in finance when I graduated with a degree in math and economics. I joined a large wealth management firm, built a successful practice, and quickly rose to a management position. During this time, I continued my education and earned the Chartered Life Underwriter and Certified Financial Planner designations.

As the industry evolved, I sought an opportunity to provide unbiased and personalized advice that wasn’t tied to commissioned sales. I found my calling at Money Coaches Canada, where I serve as an advice-only Financial Planner and Investment Coach.

These roles align with my values and allow me to focus on the quality of my advice, not the quantity of my sales.

I specialize in creating customized financial and investment plans for business owners and family-run operations. I understand the complexities these clients face and excel at simplifying intricate financial matters into clear, actionable strategies. With my guidance, my clients gain clarity and comfort, reducing their financial anxiety and enabling them to focus on growing their businesses. I find great satisfaction in alleviating my clients’ financial stress, helping them to enjoy today and look forward to their future with purpose and confidence.