My passion for people combined with more than 20 years of experience in the financial services industry gives me a unique perspective on my Members’ overall financial health.
As a Financial Planner at Meridian, I work to identify your financial goals and build a customized plan to help you achieve them. It’s important to understand the investments you own, why you own them and how they fit within your retirement plan, while also accounting for your personal financial situation and tax issues. You can always count on me to provide unbiased advice and products based on your needs, not mine.
Knowledge is power, which is why I emphasize Member education and ongoing professional development. I have my Responsible Investment Specialist (RIS) designation and remain committed to continuing education. I also attend financial workshops, seminars and conferences regularly to ensure I can consistently add value for Members.
Meridian’s commitment to community is a shared value. I live in Barrie and give back to our community by participating in local events throughout the year. I also enjoy traveling with my daughter and husband.
As a Meridian Financial Planner and your neighbour, I look forward to helping you achieve your investment goals.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.