Financial Security Advisor
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
Prepare for your financial future this Chinese New Year
Jan 15, 2022 - Canada Life
Chinese New Year is a celebratory time involving family reunions and gift-giving between families, friends and business contacts. It’s also a time for one to reflect on the past year and prepare for the new one....Read more
How to set your financial resolutions for the New Year
Jan 01, 2022 - Canada Life
Looking for a New Year’s resolution? Consider your financial goals as part of your plan for 2022...Read more
Be your own Secret Santa this year
Dec 22, 2021 - Canada Life
Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...Read more