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!
Nine answers to your questions about the Canada child benefit
Sep 15, 2021 - Canada Life
The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...Read more
Life happens. Help your employees prepare for when it does
Sep 01, 2021 - Canada Life
To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...Read more
Canada Life makes investing simpler – new mutual fund names are here
Aug 22, 2021 - Canada Life
To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer...Read more
Tips for staying on budget during home renovations
Aug 15, 2021 - Canada Life
Home renovations can be a great way to get the house of your dreams while avoiding an over-inflated mortgage. But home renovations come with their own stresses and financial demands...Read more