Financial planning is personal; your goals, challenges, and priorities are unique to you. I work with individuals, families, and business owners from all stages of life to create thoughtful strategies aligned with what matters most.
Whether you’re building wealth, planning for retirement, navigating a transition, or managing a business, I provide tailored guidance designed to meet you where you are and support where you want to go.
Families & Individuals
I work with individuals and couples who value thoughtful financial planning and want clarity and confidence in their financial future.
Because no two situations are the same, I take the time to understand your goals, challenges, and what matters most to you. Together, we’ll create a tailored financial plan designed to help you make informed decisions and move forward with confidence.
Pre & Post Retirees
Whether retirement is on the horizon or already here, peace of mind comes from knowing your income plan can support you for the long term. I’ll help you create a retirement strategy and income distribution plan designed around your lifestyle, priorities, and goals.
Together, we’ll work through the key questions most retirees face: When can you retire? How much income will you need? Will your savings last? Your plan will also consider tax efficiency, estate planning, and other key factors that impact your long-term financial confidence.
Business Owners & Professionals
Running a business often means your personal and professional finances are closely connected. In these situations, you need more than general advice, you need guidance that reflects the full complexity of your financial picture.
I’ll help you navigate both your personal and corporate planning needs, from optimizing your corporate structure to working alongside your accountants and lawyers. The goal is simple: to bring everything together into one coordinated plan so you can focus on growing your business and achieving your long-term goals.
Women
Women often face different financial challenges over their lifetime, including career interruptions for caregiving, longer life expectancy, and the possibility of becoming solely responsible for their financial well-being through divorce, separation, or the loss of a partner.
These moments can bring both challenges and opportunities, but a clear financial plan can help you move forward with confidence and clarity.
I work with women to help them feel informed, supported, and confident in their financial decisions. The goal is to provide clear guidance and thoughtful planning so you can move forward with certainty about your financial future.
Did You Know…
- Only 31% of women considered themselves to be financially knowledgeable compared with 43% of men. (1)
- 56% of women do not have a written financial plan. Stunningly, 60% of those aged 45-54 don’t have a plan (2)
- 90% of women will be the primary financial decision maker at some point in their lives (3)
- Nearly 4/10 (38%) women say they know “very little” about finance and investment (2)
- 30% of women saying that they have reduced or stopped retirement saving due to childcare or eldercare responsibilities (4)
- Women are more likely than men to find caring roles affect their career (57% vs. 45%) with 16% having quit work to care for a loved one compared to 6% of men (4)
- Women aged 55+ have retirement savings of $125,000 on average compared to $250,000 for men (4)
- 65% of women say they are concerned about running out of money in retirement (4)
- Statistics Canada’s 2014 Canadian Financial Capability Survey
- FPSC, Financial Independence Survey, February 2018
- Investment Planning Council, Women and Wealth, August 2017
- CIBC Women & Financial Sacrifices Poll, 2019
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