Being a trusted advisor requires integrity, hard work and the willingness to truly understand each person’s unique goals and vision. I’ve had the honour and the privilege of building long-standing and trusted relationships with my clients over my 25 years in the financial services industry.
My passion in this industry began early in my career when I discovered the mining stock that was sold to my mother many years prior was indeed worthless. I was shocked and disappointed that such misplaced advice would disadvantage a single mother of minimal means. That experience, and seeing the hurt on my mother’s face, ignited my determination to start learning everything I could about finance so this would not happen to someone I cared about again.
Financial information is easily accessible but can often be confusing and overwhelming. I work closely with my clients to provide on going education around all areas of finance, including newer technologies, regulatory developments, tax changes and foreign investments, so they can make the most informed decisions to further enrich their lives and build wealth with peace of mind. Financial planning is the cornerstone of my practice to create a solid wealth foundation for my clients, and it includes: investment management, risk management, tax minimization, retirement planning, estate preservation and efficient transfer of wealth to the next generation(s). My clients consist of professionals, single and widowed women, retirees, families, business owners, and medical professionals.
Industry expertise and lifelong learning is important to me. My professional accreditations include the Chartered Investment Manager (CIM®),Certified Financial Planner (CFP®) and the Fellow of the Canadian Securities Institute (FCSI®), which is the highest honour and most senior credential offered by the Canadian Securities Institute. I am also a fully licensed life insurance agent with the Alberta Insurance Council.
On a personal note: I was born in the Yukon and raised in both the Yukon and N.W.T. We raised our family in Edmonton and Calgary. My interests outside of business revolve around family, community, fitness, the outdoors, ongoing education, travel and participating in races and fitness competitions.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.