Prior to achieving my Registered Financial Planner® designation, I was employed in a local financial institution. Frustrated with the focus on sales and targets rather than advice, I struck out to find a better way.

I was introduced to the Institute of Advanced Financial Planners™. Through this association, I obtained my Registered Financial Planner designation (RFP®). Members are held to the highest standard of trust acting as fiduciaries.

Building relationships is very important to me. An invitation into someone’s personal life is an honor. Understanding your story is the foundation to beginning a partnership that works towards achieving your goals.

I live in Victoria with my husband. Our family has grown as our daughters have started families of their own. We have been involved in charitable fundraising to assist individuals living on Vancouver Island. Occasionally you will find me on the golf course (I am not very good), but like the challenge. I enjoy hiking, cycling and exploring this beautiful place we call home.