I developed a passion for financial planning as a teen, when presented with a discussion on the effect of compound interest and early investing. The financial guidance I received at an early age, unlocked the opportunity for me to live my best life.
A native resident of Quinte West, my passion for alpine skiing, mountain biking and golf took me west to the recreation paradise of Alberta. There I had the pleasure to develop a career in Group Sales, Marketing and Event Planning for Resorts of the Canadian Rockies.
Some years later, I returned home to enjoy raising a family waterside to the beautiful Bay of Quinte and set about a new career in finance. I gained valuable experience working as a Personal Financial Planner at a local bank. Later I joined my father-in-law at Riley Financial Group Inc., representing Freedom 55 Financial. In 2017, I achieved the arduous task of my professional financial planning certification, Certified Financial Planner Ⓡ.
I am deeply involved within the Bay of Quinte community, always happy to lend my planning expertise and support to local community events. I am the proud mother of two and spend much of my time cheering at the rink, on the soccer pitch or enjoying a cup of coffee on the dock.
Let’s bring clarity and focus to your financial life by focusing on a holistic wealth plan. I will partner with you to formulate a deeper understanding of your personal circumstances, challenges and financial position, to identify the path to meet your future goals.
I empower financial commitment by working together to prioritize your goals. I provide the action plan involved and regularly review your progress towards success.
I bring external insight to avoid emotionally driven decisions. I will consult at key decision-making moments and research when necessary. I ensure you are informed and empowered to make your best decision.
I will work with you to be financially prepared and anticipate challenges by creating the action plan necessary.
My commitment to continuing education in personal finance will bring a level of current expertise that enables me to provide customized recommendations.