Delivering high-quality, responsive service is vital in the finance and banking industries and that’s what you get from me. With every one of our clients, I assess their individual needs and how I can address them most effectively. I’m dedicated to providing administrative and client service support with a high-quality standard.

With 17 years of knowledge and experience in the finance industry and one of the world's top offshore financial centers, I’ve learned how to support a wide variety of people. I love working with clients to ensure we are helping you full circle with all your needs from saving, retirement, education saving, and estate planning. I like nothing better than clients knowing they’re in good hands.

I’m one of those rare morning people and I love positive quotes! You’ll find me with a smile every day. I enjoy travelling and taking advantage of the many natural luxuries of the outdoors, especially looking for new hiking trails with my husband and dogs Maya and Zoey. One of my dreams is to visit Brazil one day.

Qualifications:

• UK Investment Management Certificate (CFA UK)
• IIROC licensed
• Canadian Securities Course
• Conduct and Practice Handbook Training
• Certificate in Financial Services Advice
• Undertaking Personal Financial Planning course (CSI)