Financial Advisor
More InfoOriginally in 1987 and then rejoined since 2001, I have been assisting individuals and families navigate their financial journeys with confidence, clarity, and assurance, throughout more than a few market adjustments along the way.
With more than 26 years of experience, I take great pride in crafting personalized strategies that support a wide range of client goals — from buying or building a home, protection for a family or business, to funding a child’s education, to planning for a successful enjoyable retirement.
As a certified Elder Planning Counselor (EPC), I bring specialized knowledge involving financial concerns to a wide variety Canadians. This designation enhances my ability to address the unique challenges that come with retirement, estate planning, critical illness care, and preserving financial independence later in life.
It helps me serve not just as a financial advisor, but as your trusted partner through every stage of life.
Whether you’re planning for today or looking ahead to tomorrow, I am committed to helping you move forward with purpose and peace of mind, along the way.