You are entrusting your financial planner with your financial health.

Be sure that they are qualified to accept that responsibility.

Educated

Certified Financial Planner designation in 2000
Financial Management Advisor (FMA) designation in 2002

As a Certified Financial Planner professional who also holds the FMA designation, I am not only committed to continuing education annually, but adhere to a strict code of Ethics from both the Financial Planners Standards Council as well as the Canadian securities industry.  This commitment to lifelong learning and a passion for helping people achieve their goals ensures that my clients are given a high quality of financial advice and service. For more information on the rigorous requirements of the CFP® certification please click on the following link:

link

Canadian Insurance Course 2008 - authorized to offer insurance products including Life, Disability,Critical Illness, Long Term Care, Segregated Funds.

The ability to provide multiple solutions to financial needs gives my clients access to expertise and support from a single source.  Whether they are in need of effective tax strategies, protection against risks to their business, or growing personal wealth, comprehensive solutions are available right here.

Experienced

After 16 years in the banking industry, I became an independent Investment Advisor in 2007. Frustrated by the constraints of a corporate world, this decision gave me more control over both my personal and professional life. It allowed me to expand my service to clients while focusing on what I like best....working with small business owners and professionals.  

Real

Raised on a farm and in a farming community, I understand the challenges faced by our farmers today. My involvement in the family business encouraged both an entrepreneurial mindset as well as the experience and knowledge to comprehend the needs of small business owners.

Being a mother of three wonderful children keeps me grounded and focused on what is important in life. They are very active in school and local sports and I enjoy spending time with them at their events and cheering on their teams. I enjoy giving back to the community through volunteering as the President of the Wainfleet Minor Hockey Association, supporting local community events and belonging to the Chamber of Commerce.

Aside from enjoying the time spent with my children, some of my favourite activities include golfing, hiking, cycling, and reading.