About

Growing up in Southern Saskatchewan taught me the value of spending quality time with family, and I want my clients to have the freedom to also experience that value. I accomplish this by providing business owners, professionals, and farmers with strategies that grow and protect their wealth as it transfers to the next generation in a way that is meaningful to them, and their families.

What I love most about my job is helping people achieve their financial and non-financial goals. I am grateful that many of my clients allow me to fully immerse myself into their business or family situation. This allows me to make financial planning recommendations as though I were making them to myself.

As Financial Advisor and a Certified Executor Advisor (CEA), I can advise my clients on ways to navigate the daunting task of trying to settle a loved one’s estate or retire knowing they did the best for their family. This helps give me a deeper understanding of the issues that face families during the difficult time of transition.

Working in the financial services industry since 2007 taught me that some of the most valuable personal items are health, family, and having the freedom to surround yourself with people who elevate you in every way.  I’m a natural helper and I enjoy being able to pass on my knowledge of finance to my clients, so they can make more informed decisions. There’s nothing more satisfying than helping people gain financial knowledge and feel more at ease with their financial strategies. I love that my career allows me to help people get a better handle on their finances and feel empowered to make better decisions.

Along with a substantial inclination and accreditations in financial strategy, I also developed in the field of Cash Flow Specialization and gained the designation of Certified Executor Advisor.  Combined, these credentials go further to help clients reach the finish line after years of saving and planning.  My goal is to create long-lasting client relationships and work with people who are wanting to achieve true financial independence for themselves and future generations.

My strong interest in finance stemmed largely from working with my father growing up. Helping him run a business, learning about his daily ‘to-dos’, and taking in his wisdom worked as an early guide to the meaning of investing time and money. From there my passion grew into a career and I am privileged to leverage my personal history and expertise in financial management to help each client navigate rapidly shifting financial markets and take advantage of growth opportunities to achieve their long-term financial goals.

My clients are like many other business owners and professionals; concerned for their business and families and looking for financial advice that incorporates their values as well as their vision of their future. Money does not come with instructions, so I go beyond providing financial tactics. I aim to help clients take a step back to gain clarity on the steps they need to take to realize their goals.

I care deeply about my clients, and the entire purpose of my career is to help others. We only take on new clients who we can help and look forward to growing with like-minded clients who share the same values and beliefs that I do!