I am a self-proclaimed entrepreneur and am extremely passionate about working with business owners.
My journey as an entrepreneur started at age 13, when I manufactured and sold hair ruffles to Hills of Kerrisdale in 1987! I graduated with a Bachelor of Commerce in Small Business and Entrepreneurship from the University of Victoria while working in a series of Internet start-ups. In 2000 I founded an online Golf Club for Women called Golf Fore Gals, which I franchised and sold 8 years later.
I love business and I understand how it works. By working with business owners, I am involved in what I love and provide an invaluable service that advocates for their success. I help business owners grow personal wealth so they can focus on what they do best and feel pride in what their business has achieved.
In 2013, I became CDFA certified as a divorce specialist. The emotional component of divorce brings a need for advocacy and clarity. I support people in a vulnerable place to understand their situation and the implications of their settlement in order to move forward. Going through separation with a client builds incredible trust. Having been through the experience, I get great satisfaction in empowering people to find hope through this life-changing transition.
“My passion: taking complex financial situations and making them relevant to my clients—then creating a clear roadmap to make a difference in their lives.”
I love people and embrace both our commonalities and differences. I measure my success based on the relationships I have with my clients. Every client is like family. I find immense joy in being a trusted advisor— helping with the tough, everyday decisions that families face. I am rewarded by these relationships and my ability to provide clarity, choice and security for my clients.
“Our lives are changed by the people we meet and the books we read.”
When I am not working you will find me playing outside. I love travelling, being outdoors on the ski hill, taking my children boating on the sunshine coast, golfing and hiking. I love to play and watch sports and will travel the world to watch the All Blacks with my Kiwi husband. Downtime is a good book on the back deck or a walk with a friend. I love family dinners with our blended family—watching them discover and grow into their unique talents and personalities.
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Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....Read more
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Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....Read more
Buy low, sell high—the challenges and opportunities
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It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...Read more
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