Coming from a family of military officers, I learned to manage a team and to recognize the importance of personal and professional integrity & diligence at an early age, which ultimately led me to join RBC Private Counsel (now PH&N Private Counsel) 26 years ago.
I earned my Financial Planning Designation in 2002 and joined RBC Wealth Management with a discretionary investment management team as a Financial Planner. From there, I worked with private clients, foundations, and business owners to create Financial Plans to protect and grow their wealth while earning my Chartered Investment Management (CIM©) designation and completing Level 1 of the Chartered Financial Analyst program. I moved to RBC's Financial Planning platform in 2013 to further expand my knowledge of planning from the retail perspective with its additional focus on credit and banking. Having moved back to the RBC Wealth Management platform a decade ago and having earned my Discretionary Investment Management license, I am your Portfolio Manager and Chief Financial Officer, overseeing every facet of your financial picture in partnership with all of your professional advisors.
As your Portfolio Manager, I am one of a select group of RBC Dominion Securities Investment Advisors that has the ability, and the tools, to custom-build a portfolio, tailored to your unique circumstances and needs, while freeing you from the day-to-day decision making that accompanies the management of your wealth.
“I love to work with people who have big dreams, and I like to help them come about.”
I live in Coquitlam with my husband and two children. I can be found on the rugby pitch in the summer and on the mountains in the winter with plans to tackle another adventure race in the near future.
