Financial Security Advisor
As a Financial Security Advisor, I’m passionate about helping my clients succeed at this crazy thing we call life. I use my love of numbers and my tenacity and drive to help clients create financial security plans that keep up with their lives. It’s rewarding to help clients understand not only the decisions they need to make about their finances, but why they need to be made.
I focus on working with families, business owners and professionals. I use a customized and holistic approach to understand each client’s goals and dreams before we begin building their plan together. Then I analyze their current situation to identify any opportunities. Finally, we work together to create a financial security plan tailored to the client’s needs, risk tolerance and goals. Finally, we’ll meet regularly to review their plan to ensure it continues to meet their changing needs. I help clients plan for their future, their goals and the unexpected.
In 1997, I moved from Winnipeg to northwestern Ontario and my love of the outdoors and the simple life have kept me here ever since. When I’m not working, I’m enjoying lake life, fishing, boating, kayaking or simply sitting on the deck taking it all in. I keep active playing ladies’ fastball and hockey, hiking, downhill skiing, snowshoeing and snow machining. Basically, I’m living cottage life all year!
Meal planning on a budget
Jul 15, 2021 - Canada Life
With rising food costs, it’s hard to keep your grocery bill low without sacrificing the health and wellness benefits that come from a home-cooked meal...Read more
Three strategies for comfortable investing
Jul 01, 2021 - Canada Life
Asset mixes shift to a more conservative approach when people near retirement...Read more
Keeping kids busy on a budget
Jun 22, 2021 - Canada Life
Entertaining your kids can be expensive, but the good news is it doesn’t have to be...Read more
What happens when my term life insurance expires?
Jun 15, 2021 - Canada Life
Term life insurance is a flexible insurance option: you choose the term length, you choose the coverage amount, and you choose what happens when that term length ends...Read more