Meet our team

“I truly enjoy helping my clients identify the core purpose of their portfolio, so I can provide solutions that give them comfort in knowing their financial future is secure.”

About Me

With more than 30 years of experience in financial services, I understand that every client’s circumstances, priorities and hopes for the future are different. I have had the privilege of working with individuals, families, business owners and institutions through important milestones, opportunities and challenges. My approach begins with listening. By understanding the purpose behind a client’s wealth, I can provide thoughtful guidance and develop strategies that reflect what matters most to them. Whether they are building and preserving wealth, preparing for retirement or creating a legacy for future generations, my goal is to help clients move forward with clarity and confidence. I believe wealth management is about building trusted relationships, providing education and being present as clients’ needs evolve. What I value most is helping clients and their families feel informed, supported and confident about their financial future.

Beyond the Office

Outside of work, my husband and I are proud parents of three children. We also own a family cottage resort business in Lakefield, Ontario. This firsthand experience has given me a personal understanding of both the rewards and complexities of running a family business, as well as the importance of planning thoughtfully for its future.

"Good decisions are rarely the result of a single insight. More often, they come from patience, preparation, and consistent action over time"

About Me

My interest in finance began at an early age and led me to pursue my education in the field. What has kept me engaged ever since is the opportunity to help people navigate important financial decisions with greater clarity and confidence. As a Wealth Associate, I work closely with our team to support clients and their families throughout their financial journey. I believe the strongest relationships are built on trust, honest communication, and doing what you say you are going to do. While financial markets will always be uncertain, clients should never have to wonder whether they are receiving thoughtful advice, reliable support, and attention to detail. I take pride in being organized, dependable, and responsive. To me, good service isn't about grand gestures. It's about consistently showing up, solving problems, and helping ensure that clients feel informed and well supported when making important decisions. I am committed to continually expanding my knowledge and strengthening my expertise so I can better serve the individuals and families who place their confidence in our team.
 

Beyond the Office

Outside of work, I enjoy spending time outdoors and appreciating nature. Whether exploring a trail, spending time near the water, or simply getting away from the noise of everyday life, being outside provides an opportunity to reset and maintain perspective. I have always believed that some of life's best lessons come from slowing down, paying attention, and appreciating the things that often go unnoticed. That same mindset carries into my professional life, where patience, preparation, and consistency are often more valuable than chasing quick results. 

“A thoughtful financial plan creates more than security. It creates opportunities, confidence, and the ability to shape a future that reflects what matters most.”

About Me

Some career paths begin with an interest, while others gradually reveal a deeper sense of purpose. Through my education and experience in financial services, I have discovered a path that allows me to combine my interest in the field with what matters most to me: connecting with people and supporting them through meaningful decisions. As an Associate, I have the privilege of helping clients and their families feel informed, understood and genuinely cared for. Every client has a unique story shaped by their experiences, ambitions and the people who matter most to them. Being trusted with a place in that story is an honour. I hope to be more than part of a single chapter, but a dependable presence throughout the greater storyline of their lives. My approach is guided by sincerity and a commitment to doing what is right for the client. I believe in listening attentively, communicating openly and providing thoughtful guidance that keeps each client’s needs at the centre.

Beyond the Office

Outside of work, I find joy in creativity, nature and spaces that feel intentional and inspiring. I appreciate the small details that add meaning to the day and enjoy finding ways to make everyday experiences feel a little more beautiful.