As a Financial Planner, I strive to improve financial confidence and pave the way for lasting generational success. Building meaningful relationships and seeing the positive impact of my work is what inspires me every day.
My approach is rooted in holistic financial planning—ensuring that every aspect of your financial life is aligned and working harmoniously. With regular check-ins and clear communication, I help you stay on track and make informed decisions as your life evolves.
With over a decade of experience in banking and financial planning, I understand the importance of staying informed in a rapidly changing industry. Earning my CFP designation in 2023 reflects my commitment to continuous learning and providing the highest level of professional service.
Beyond my career, I enjoy spending quality time with my husband and two children. Our family loves staying active, whether we’re traveling for sports like baseball and hockey, or enjoying activities like cycling, curling, and skiing. While summer remains my favorite season, I’ve come to appreciate the beauty and excitement that every season has to offer.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English