A Chartered Investment Manager® and CERTIFIED FINANCIAL PLANNER® professional accredited by FP Canada. After joining my current firm in 2021 from a large bank-owned firm, I’ve brought with me over 22 years of experience as an Investment Advisor, along with an innovative investment philosophy. I’m passionate about strategies like “disinheriting the CRA” for tax minimization, using de-accumulation plans for retirement cash flow, and creating wealth accumulation plans—so you can work because you want to, not because you have to.

I’ve always prioritized ongoing learning. I first earned my CFP® designation, then my CIM® designation to become a Portfolio Manager. I also hold a license for Life, Health, and Accident and Sickness Insurance (**sold via HEPSI) and am a member of the London Estate Planner’s Council and a Fellow of the Canadian Securities Institute.

As a financial planner at heart, I love working through numbers and creating plans that fit each client’s unique goals. I believe my clients are best served when I help them understand new strategies and products, including alternative investments.

Beyond my work, co-authoring Your Highest Self has been a deeply personal journey for me. I’ve come to realize that living your healthiest, happiest life isn’t about perfection—it’s about balance. Health goes beyond diet and exercise; it’s about nurturing your mind, building strong relationships, and showing yourself kindness.

And when I’m not working, you’ll likely find me outdoors, doing yoga, or enjoying sports with my three amazing kids.