Having grown up on a farm in Southwestern Ontario, and having non-traditional careers (for women), have all in some way, pointed me in the direction of being a financial advisor. I know firsthand how it feels to work in a factory, on "the floor”, and in engineering, and how it feels when you are injured and can no longer do your job. I also know how it feels starting over, when one part of your life ends, and another begins. Sometimes you need to know the (financial) rules so you can play the game.
Figuring out if you can retire early or if you need to take on a side hustle can be difficult. I'm available to listen to YOUR story in YOUR home in an informal non-intimidating setting to gain more insight into the person you are, and why you want to invest and how you would like to do it. I provide specialized financial security advice and planning services for investment and insurance selection.
I am the recipient of the Cornerstone Award for Ontario East 2019 and 2020 I have also received the DFP (Dementia Friendly Professional) certificate, as well as the Responsible Investment Certification. Continuous education is important to me so I can provide the most up to date advice. I'll work with you on your financial security plan to help you achieve YOUR financial independence.
Let's talk and see where you are, and where you want to be financially. Let me educate you about the (financial) rules!
Being on hold is brutal at best! I encourage my clients to text, call or e-mail me at their convenience
Contact Us Today
Contact Us Today
November 2023 market update
Dec 07, 2023 - Canada Life Investment Management Ltd.
For the month ended November 30, 2023. Read our monthly update to find out what’s been moving markets...Read more
Insurance basics for kids
Nov 30, 2023 - Canada Life
Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....Read more
Investing basics for kids
Nov 28, 2023 - Canada Life
It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....Read more