Through experiences with my own family, being active within my community, and supporting specific causes, I have developed a deep understanding of the unique challenges and opportunities that individuals and families face when it comes to their financial well-being. Utilizing my degrees in Communications and Education, I work with clients to educate and simplify the wealth planning process, so they have peace of mind their wealth is working towards their goals.
My philosophy centers around the belief that true wealth encompasses more than just financial assets. I take a comprehensive approach that considers clients’ personal values, aspirations and long-term goals by developing tailored financial plans that address their short-term and long-term goals. Whether it’s saving for retirement, funding a child’s education, or planning for a major life event, I leverage my expertise and the expertise of my industry-leading colleagues at RBC, to create holistic strategies that adapt to my clients’ evolving needs.
My goal is to help my clients reach their financial objectives while achieving peace of mind and a meaningful life. By emphasizing the connection between financial well-being and personal fulfillment, I guide my clients on a path toward a more prosperous and purposeful future.
With my unwavering dedication, expertise, and compassionate approach, I am committed to being a trusted partner on my clients’ financial journeys. I believe that by nurturing a long-term relationship built on trust and open communication, I can help my clients navigate the complexities of wealth management and empower them to live their best lives.
When I’m not busy helping clients achieve their goals, I enjoy spending time with my husband, Andrew, and our three children, Ella, Jack and Emma. I love to stay active, enjoy attending the theatre and concerts, and I love to travel.