It's been 30 years since I began working in the investment world and that was really only by circumstance in London, England in 1985. I would have to say that the real career launch was Black Monday – October 1987, certainly at the time a sink or swim situation. I have my Certified Financial Planner designation, am licensed in both Canada and the U.S.A. and Insurance licensed.
Over the course of 3 decades, I have experienced along with our clients the good, the bad and everything in between. I've learned that integrity, hard work, honesty and empathy are key to earning one's trust and confidence, always valued and never taken for granted. I specialize in client service and wealth management.
Family, friends, exercise and eating well are what keep me balanced. My husband and I are avid tennis players and fans. We often plan trips around tennis events around the world and love it when our son (who now regularly beats us at the games) has time to join us on the courts. I'm also an advocate of giving back, I've been member of the Rotary Club of Oak Bay for over 25 years, have been Club President twice and am currently our Youth Services Chair. I believe passionately in the 7 pillars of Rotary (peace and conflict prevention/resolution; disease prevention and treatment; water and sanitation; maternal and child health; basic education and literacy; economic and community development; and supporting the environment). Watching Rotary and Rotarians at work keeps me humble.