Working with clients and their multigenerational families to preserve their wealth is one of my most rewarding experiences. Throughout my career, I’ve had the opportunity to partner with individuals, business clients, and their families to help them strategically grow, evolve and achieve the vision for their wealth.

My priority is to provide you with a positive client experience. My team and I strive to develop solutions to meet your needs, whether complex or simple; to work in partnership with our internal experts and your external experts; and to best achieve the goals of you and your family, now and in the future.

Outside of work, I have always been passionate about travelling, crafts, sailing and golf. I have also sat on a number of charitable boards. However, over the past 10 years, I have spent my time and resources caring for my aging parents. The lessons I have learned with them during this time guide me when dealing with clients who are trying to cope with their own life challenges.

• Certified Financial Planner (CFP^®)
• Registered Retirement Consultant (RRC^®)
• Bachelor of Arts (Econ)