1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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I have been working in the financial services industry since 1997 with a focus on fostering strong relationships and helping clients achieve their personal financial goals. I hold a Bachelor (Hons) degree in Business Administration from Nipissing University. I also hold the CERTIFIED FINANCIAL PLANNER™ designation conferred by the Financial Planning Standards Council and the Associate Institute of Canadian Bankers (AICB) conferred by the CSI. I look forward to working with you.
Certificates
CFP®
FCSI®
BBA (Hons)
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.
To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.
The transition from a successful career to this stage in life isn’t always easy.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?
That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.
Working together, I can also help you:
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