I am a skilled financial service professional with over 15 years of experience working with business owners and their families, building generational wealth. As a child of trailblazing entrepreneurs, I spent many days working in the family business consulting firm prior to its sale in Toronto, Ontario. Contributing to my ability to fully understand my clients' total wealth picture, I hold an MBA in Financial Services from Dalhousie University and a BSc(Econ) from The University of Washington, in Seattle, where I competed in NCAA Track and Field.
My mission is to understand my client's journey and advise them on how best to invest to help them reach their financial goals and ultimately, lead the lives they desire and have rightfully earned. As a Wealth Advisor, I focus on working with my client's goals to develop a customized and comprehensive investment and Total Wealth Plan. I will extend your network by bringing a team of specialists to the table early and often as part of the continued planning process.
I continue to lead an active life and I enjoy spending time with my family outdoors year-round and travelling with a policy of never going to the same place twice. I have also served on multiple boards, emphasizing community engagement and love meeting with prospective clients to discuss how to enhance their financial objectives.
I live in North Vancouver with my family.