As a mother of two, with an extended family with special needs, my personal and professional focuses are the same.
I am passionate and have a genuine desire in helping individuals and their families with their financial planning much like my own family. I relate to my clients in wanting to make sure our loved ones are taken care of when it comes to their goals like our children attending college or university, buying a home and retiring comfortably for example. A big part of that planning is ensuring that if something were to happen, we have plans in place that will not place financial burdens on those we leave behind. I share in wanting to give the next generation a head start and enjoy educating my clients on how to generate wealth and preserve insurability through insurance planning.
I am ready to work with you to help you meet your personal and your family's financial security goals. I get to know my clients, their goals, values and what's important to them to make client relationships meaningful.
Contact me today to learn more
Saving for your child’s education
Oct 04, 2022 - Canada Life
Saving for your child’s education. With the cost of post-secondary education continuing to rise, it’s important to start saving as soon as you can...Read more
Reinvent your retirement
Sep 26, 2022 - Canada Life
Retirement can provide the opportunity to reinvent yourself and enjoy a new phase of your life...Read more