After graduating from the University of Toronto with an Honours Bachelor of Arts degree in Economics in 1987, I began my career in the investment industry with a commitment to helping clients achieve their financial goals.
In 1998, I became a Wealth Advisor, focusing on managed money solutions. To further enhance the value I provide to clients, I obtained my Life Insurance Licence in 2002 and earned my Certified Financial Planner (CFP®) designation in 2003, specializing in wealth management and comprehensive financial planning.
For more than 28 years, I have had the privilege of serving as a trusted advisor to individuals and families, often working with multiple generations. My approach begins with the development of a comprehensive financial plan that identifies long-term goals and outlines a clear path toward achieving them. Investment management is a key component of this process, complemented by careful consideration of insurance needs, tax implications, and estate planning strategies.
My primary objective is to help clients build long-term financial freedom while providing the confidence and peace of mind that comes from having a well-structured financial plan.
On a personal note, I have been married for over 35 years and am the proud mother of two adult children: a 32-year-old daughter who is a sports medicine physician and a 28-year-old son who plays professional hockey in Europe. My interests include travel, reading, and being a “hockey mom”. I really enjoy cheering on my son as a goaltender and following his professional hockey journey.