After 15 years in the financial services industry, my career has encompassed a diverse range of roles. My background in lending, account management, and leadership, has allowed me to cultivate a deep understanding of the intricacies of this field.

One of my greatest strengths lies in building enduring relationships. I find immense satisfaction in guiding clients towards their investment and financial goals, a process driven by education and attentive listening on my part. My knack for exceptional organization and unwavering commitment to customer service further enhances my ability to provide a personalized client experience.

Through a solid foundation of knowledge and a genuine passion for tailoring the client experience, I support our clients and consultant team by ensuring that the administrative processes are not only efficient but also seamlessly integrated.

My academic background includes a BA from the University of Victoria complemented by the Canadian Investment Funds Course (CIFC) certification. I’m currently working towards the completion of the Life License Qualification Program (LLQP).

I call Guelph home, where I share my life's adventures with my husband. Together, we enjoy exploring all that the area has to offer and I contribute to our community through volunteering for various organizations and events. In my down time, my passion takes a creative turn as a commercial photographer.