For over 20 years, I have been helping clients achieve their financial goals. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
As a Financial Advisor with Assante Capital Management Ltd., I realize that managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial picture, including investment selection, retirement planning, risk management, and tax and estate planning. I previously worked as an Investment Counsellor with Assante Private Client, a division of CI Private Counsel L.P. In this role I met with High Net Worth clients to understand their investment objectives, personal circumstances, and risk tolerances, which allowed me to construct suitable investment portfolios. I conducted regular client meetings to review portfolio performance, as well as discuss market and economic conditions. I also worked closely with the Wealth Planning Group and clients’ other professional advisors to assist in implementing planning recommendations.
Assante is owned by CI Financial Corp., which is one of Canada’s largest wealth management firms and has approximately $160 billion in total assets as at March 31, 2018.
I am effectively supported by a team of lawyers, tax accountants, financial analysts, and administrative specialists whose professionalism help me provide excellent client service.
I am a Chartered Financial Analyst (CFA), which is the most respected and recognized investment management designation in the world. I also hold an MBA degree from the Sauder School of Business at the University of British Columbia.
I was born and raised in Winnipeg and return every summer to spend time at the cottage with my family. I enjoy traveling, hiking, and leading an active lifestyle.
I understand the unique challenges and needs of women and enjoy helping them become more financially astute and gain more control over their financial independence.
I am committed to providing my clients with peace of mind, knowing their financial affairs are taken care of so they can enjoy what they like to do best.
