I am passionate about helping people identify their goals and dreams and understand the importance of protecting the ones you love.
I am passionate about helping people identify their goals and dreams and understand the importance of protecting the ones you love.
A true member of the “sandwich generation”, helping to care for grandchildren and aging parents, I am very aware of the challenges we face putting together a plan to ensure that we are financially secure throughout the various stages of our lives.
I am licensed through the Insurance Council of British Columbia and the Mutual Fund Dealer’s Association and specialize in being a holistic financial advisor. In my current career I come across many stories of people who end up in a care giving role either by choice or circumstance. Most of them are totally unprepared and many times overwhelmed with the role.
My role as financial advisor is to help you plan for the future, whether that is unexpected health events, estate planning, inter generational wealth transfer or building a solid retirement plan.
I hold the designations of a Certified Professional Consultant on Aging (CPCA), a Certified Health Specialist (CHS), a certificate in Grief and Loss Counselling and am a CARP recommended advisor.
