In 2017 my own journey with navigating a difficult separation started. Like most people in this position, it wasn’t the legalities that caused the drama and stress – it was the money. This experience prompted my move to the investment industry, to become an Investment Advisor and a life insurance agent. The past six years have been life changing in more ways than one. I am in a position where I can transfer my life lessons and professional growth to support and empower other people dealing with these tough life challenges and transitions. There’s an advantage to being a career minded single mom of three school age kids with real life experience. I don’t take life or success for granted.

My first goal is to help you to understand the products you are invested in as well as the investment process. This alone makes the investment experience less stressful. I am straight-forward and passionate about sharing what I’ve learned. I use flexible strategies to respond to your ever-changing circumstances and goals. My overall approach is collaborative. Wherever needed, I call upon accounting, taxation or legal professionals for advice. In my experience, strong alliances with fellow specialists can add knowledge, service and value. Every solution is individually crafted with your goals top of mind. Regardless of the size of your account and level of investment knowledge, you'll be treated with respect and understanding.

I prefer to engage in long-term investing unless circumstances dictate otherwise. My passion is helping families and my growing business is centered on building relationships and trust. My client relationships have continued to expand, with referrals coming from existing clients, friends, family and their contacts. Being licensed in several jurisdictions allows me to provide services to my clients should they choose to relocate to another province, including Saskatchewan, Alberta and British Columbia.

My commitment to clients:

  • Be accessible to you
  • Provide you with prompt, proactive, courteous service/communication.
  • Help clarify your goals.
  • Discuss all recommendations with you ensuring alignment with your risk/goals.
  • Build a solid relationship that we both trust
  • Build a solid investment plan for you.

Situations I'll help you deal with:

  • Separations/divorce.
  • Higher education savings.
  • Paying too much taxes.
  • Reducing OAS clawbacks.
  • Increasing tax free cashflow.
  • Receiving an inheritance.
  • Retirement planning - all stages.
  • Selling family farm or cabin.