As your Wealth Manager, I will help you develop the knowledge and confidence you need to make informed decisions about your future. I work with you to identify and prioritize life goals; explore innovative options to achieve them; and regularly evaluate your plan’s progress so we can stay nimble, making strategic modifications as the need arises.
Having worked as a Life-Focused Financial Advisor for 20 years, I have extensive education and work experience in financial planning, insurance, and investment management. This enables me to assist clients with all their financial management and planning needs. The tools, qualifications and experience I have acquired enable me to identify comprehensive solutions to all your financial management and planning needs.
I have completed specialist designations which include working with Seniors (CPCA), the Certified Executor Advisor (CEA) and the Financial Divorce Specialist, (CFDS) in addition to collaborative divorce training.