I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
|250-753-9955 ext. 533|
I help people retire everyday.
Often referred by clients to their friends and family, I love helping people retire. This much-anticipated phase of life can be scary and exciting at the same time! I see my own retirement including travelling internationally, lots of local kayaking and time with family and friends – like lots of us, nothing earth shattering but deeply satisfying.
A requested speaker in the Nanaimo area, with an extensive background in education, I love sharing information through workshops on a wide variety of topics for employees, special interest groups and the general public. Making financial planning information accessible is an important part of why I do what I do.
Giving back is an important part of how I was raised. I am a founding member and a Coordinating Committee member for 100+ Women Who Care Mid-island. I work with several local charities, developing and growing their planned giving programs.
A member of Advocis, the Financial Advisors Association of Canada, I am continually engaged in learning that enhances my practice.
Raised on Vancouver Island, I can be seen hiking, at the gym, eating local food and spending time with my two teenagers.
Supported by a team of experts
When specialized expertise is required, I have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.