I’ve been around the financial services industry for just over 3 decades now (ouch, dating myself, but age equals wisdom, right?) and since my very first job with a big Canadian bank in high school, I have been helping people improve their financial position. I’ve supported hundreds of people and seen all kinds of financial backgrounds - and there is always a common denominator: nobody is ever as stuck as they think they are, and there is always a solution.

I have been through the ebbs and flows of financial security myself - having started multiple businesses and lived that uncertain entrepreneurial life, navigated the muddy waters of the 90s and raised kids through many different financial landscapes. I have first-hand experience of growing pains and triumphant moments as well as hard years and pushing to make ends meet. 

Between my personal experience and professional portfolio I know that there is never a bad time to realign, plant new seeds, and make a new plan for growth.

Whether you are just starting out on your financial journey, are nearing the golden years or are somewhere in between, up against a hurdle you didn’t ask for - I got you.

I’m not the bank - just here to have you sign on the dotted line and then forget about you. I am here to walk through this journey with you, give you the tools to cultivate the financial future you want and lend a hand when things are needing a little extra care (and my hours are better than theirs, anyway 😉).