Wealth Strategist | Risk Controller | Elevating financial decisions for long-term growth.
I am here to support you with clarity, dedication and heart.
I am a professional who never stops learning. I am an independent, goal-driven, enthusiastic woman who believes that success is not about how fast you climb, it is about how fiercely you bounce back after every fall. I am a hardworking mother of six boys (hockey and tennis mom) I enjoy the challenge of playing club tennis and golf. When I first landed in Canada in 2000, all I had was a suitcase, a finance degree from Mexico, and a purpose I was determined to fulfill. I didn't have friends/family, a network, a job, but I had something stronger: determination and a lifetime of dreams yet to unfold. Building a career, going through divorce, and raising six boys was not and is still not easy. There were nights I studied with a baby in my arms, and mornings I went to work before the sun rose. Today, as a woman advisor, with six thriving sons and 25 years of experience in finance, I look back with pride and deep gratitude. Gratitude for the struggles that shaped me, for the clients who have trusted me, and for my sons who are growing up watching their mother turning challenges into opportunities.
Over the last decade of my career, I've been especially proud of the work I've done. One client at a time, I've built personalized portfolios with efficient asset allocations based on each client's time frame and retirement goals. By taking advantage of both down and up markets, I've helped them grow their retirement funds professionally and efficiently. Today, my clients are living their retirement years with confidence and prosperity because of the guidance and advice I've provided them.
With Artificial Intelligence (AI) transforming finance, the world still needs investment advisors. Advisors like myself who raise the standard, delivering what a competent Chief Investment Officer provides for an institutional client, applied to every individual investor. I truly believe I can help you to build, to protect, and to grow your wealth. Whether you're an individual or a business owner, your money deserves strategy, leadership, and vision. I will meet you where you are!
