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!
Welcoming a pet into your home (and your budget)
May 01, 2021 - Freedom 55 Financial
Before welcoming an animal into your home and heart, take some time to make sure you also have room in your budget...Read more
Save early and get the benefits of compound growth
Apr 15, 2021 - Freedom 55 Financial
Saving earlier can help unleash the power of compound interest on your savings...Read more
Do you need individual health insurance?
Apr 01, 2021 - Freedom 55 Financial
Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....Read more
Focusing on personal investments is crucial for small business owners
Mar 27, 2021 - Freedom 55 Financial
If you’re a small business owner, you’ve likely been challenged in ways like never before due to the global pandemic...Read more