Our Team

As President of Aspire it is my privilege to serve clients and other financial professionals as they work towards achieving their life goals. I aim to provide complex financial solutions, in a down-to-earth and approachable manner.

Every Canadian could benefit from a comprehensive financial plan, and based on this belief, every client engagement begins with an in depth look at their entire financial situation.

I tailor my financial planning services to each client, and my services include: retirement planning, insurance planning and tax-reduction planning. Client relationships should go beyond merely helping provide financial security, so I focus on building a relationship of trust that helps others achieve and maintain a comfortable lifestyle.

As a part of my ongoing efforts to provide excellence in financial planning I have earned my Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.

As an Associate Advisor, I am passionate about helping people navigate their financial journeys, no matter what stage of life they’re in. Whether you are just starting to build your wealth, planning for a secure retirement, or navigating one of life’s many financial transitions, I am here to provide personalized guidance and support.

Ultimately, my goal is to ensure each and every one of my clients feel confident and secure in their financial future. At Aspire, this is achieved in a collabarative environment where our client needs come first. Let’s work together to create a plan tailored to your unique needs and aspirations.

I WILL:

ALWAYS LISTEN
CONSTANTLY LEARN
OCCASSIONALLY CHALLENGE
FREQUENTLY ADVISE!

My focus is working with people who desire a secure financial future well into retirement.

My objective is to help you realize that with proper planning ,your unique financial goals are within reach!

The best part about being a Financial Advisor is helping clients achieve their goals. I am dedicated to working with clients long-term and believe in a personalized approach based on your priorities. My focus is to provide you with objective advice and to help prioritize all your options so we can develop a comprehensive strategy.

Effectively communicate to develop, foster and grow customer relationships for success of clients and company needs in a timely manner. Stellar ability to work in an environment where performance goals are measured and tracked. Actively participate in internal and external community events to give back to our community.

• Develop and, build internal and external contacts to drive growth and profitability.
• Prospecting and external marketing to referral partners
• Contact, develop and build customer relationships with new clients, identified from market data or other referral sources.
• Analyze client files for opportunities to maximize business, build and maintain existing relationships.
• Providing quality advice to my clients on investment strategies, your life insurance solutions, deposit products, and investments whether short term or well into retirement.
• Understanding client short and long term goals and providing quality advice on how to reach those goals
• Maintain a high quality financial portfolio, ensuring investment decisions and recommendations are in accordance with sound principles and are in accordance with policies and procedures.
• Maintain current knowledge of financial markets

I am committed to continually updating my financial knowledge.

Earning an opportunity to join the Aspire team was an exciting and meaningful choice for me, and I believe it could be just as impactful for you. My dedication to helping clients elevate, protect, and achieve their financial dreams, combined with a profound passion for the financial services sector, drives me and the Aspire team to consistently exceed industry standards.

I graduated magna cum laude from Ottawa University Arizona with a Bachelor’s in Business Administration, focusing on finance, economics, psychology, and marketing. During my time down south, I was fortunate to be able to pursue a few of my passions—education and golf—thanks to an athletic scholarship, and I enjoyed some warm relief from the Edmonton winters.

I’ve adapted into a lifelong learner eager to share insights and explore new possibilities with my clients. I’m constantly expanding my knowledge to bring my clients the most valuable insights, and I find genuine fulfillment in seeing their goals come to life. There’s nothing more rewarding than supporting others on their journey to financial success and freedom.