Financial Security Advisor Investment Representative
A graduate of the University of Guelph and York University, I came into financial advising after a successful career in advertising. I realized that I was helping people spend money, but that I was more passionate about helping people use money wisely. I decided to follow my dad into the financial advising career and since making the transition in 2014, I have felt personally rewarded by the connections I make with clients to help them achieve their goals. I know that working with me, there will be many times throughout my clients’ lives where I can help them and their family and I take huge satisfaction knowing that we’re building a long-term relationship around their financial wealth.
I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises and even premature death are possible; any of which could dramatically impact our lifestyle and goals. I want your financial security plans to help you withstand these risks regardless of when they might occur.
I work with clients – individuals, families, and business owners - to create a financial security plan that addresses your concerns in four key areas: liquidity, retirement, living benefits and financial security at death. The financial security plan will be tailored to your needs, risk tolerance and the goals you want to achieve.
The process I follow to create each financial security plan includes:
- Gaining a clear understanding of your goals and dreams
- Analyzing your situation and identifying gaps
- Building a financial security plan to help you achieve your short- and long-term goals
- Reviewing your financial security plan regularly to help ensure it continues to meet your changing needs
When I’m not working with clients, I can be found running, checking out farmer’s markets or wineries, engaging with my local community, on social media, or listening to the radio (yes, really). I live in Hamilton, Ontario, with my husband Owen, and our dog.
I look forward to working with you to help make your financial goals reality.