My Story
Born and raised in Ottawa, I caught the teaching bug from my mom; I guess it’s genetic! Long before I became a financial planner, I was the person helping classmates make sense of complicated math problems. I loved watching the frustration disappear and the confidence take its place when something finally clicked. Those moments taught me that I enjoy helping people understand things that once felt overwhelming.
Today, that’s exactly what I do with financial planning. Money can feel emotional, so whether it’s navigating market volatility, preparing for retirement, paying down debt, or making sense of competing financial priorities, I help clients cut through the noise and focus on what matters most. My goal is to provide clarity, confidence, and a plan that supports the life they want to live.
What I enjoy most is the relationships. Many clients start as strangers and become long-term friends and people whose stories, goals, and successes I genuinely care about. There is nothing more rewarding than seeing someone achieve a milestone they once thought was out of reach and knowing I played a small part in helping them get there. Their success is what motivates me every day.
My Credentials
My approach to financial planning is grounded in advanced education, ongoing professional development, and a commitment to high ethical standards. I hold the following designations:
Certified Financial Planner®
One of the most widely recognized financial planning designations. CFP® professionals are held to high standards of competence, ethics, and professionalism, with a focus on putting clients’ interests at the centre of their advice.
Chartered Life Underwriter®
A designation focused on advanced knowledge in estate planning, tax strategies, and wealth transfer, particularly in complex financial and insurance planning situations.
Elder Planning Counselor™
A designation specializing in financial planning considerations for aging clients, including retirement income planning, healthcare considerations, and later-life financial decision making.
Together, these designations support a comprehensive, holistic approach to helping clients build, manage, and transition their wealth with clarity and confidence.
Working Together
The foundation of every successful client relationship is trust. Since 2007, I’ve had the privilege of helping individuals, families, and business owners navigate life’s financial opportunities and challenges. No two clients are the same, which is why I take the time to understand your goals, values, and concerns before developing recommendations tailored specifically to you.
My approach is straightforward: provide honest advice, clear explanations, and ongoing support so you can feel confident about your financial decisions. You’ll never receive a sales pitch or be pressured into a solution that isn’t right for you, just thoughtful guidance designed to help you achieve your goals and enjoy greater peace of mind.
What You Can Expect
- A judgment-free space to discuss your goals and concerns
- A clear, personalized roadmap for your financial future
- Professional guidance focused on your best interests
- Education and clarity, not jargon
- Honest, transparent communication and ongoing support