At the core of my wealth management practice are the strong relationships I build with clients and their families lasting across generations. I begin by listening carefully to what matters most to you – then I help you get there. By building customized wealth management strategies for pre-retirees, retirees, individuals and families, I help clients grow, manage and transfer wealth.
My advice starts with developing a solid financial plan for each client. This plan is your foundation for setting goals, tracking progress, maintaining discipline, and achieving long-term success as you reach your financial milestones and achieve the life you envision.
With over more than two decades in the financial services industry, the experience and knowledge necessary to help clients reach their financial goals, I am committed to building meaningful long-term relationships with families that last through generations, developing comprehensive wealth management solutions for each and every client.
Away from work, I enjoy spending time with my husband, Tom, and children Nate and Kyrsten, and cockapoo, J.J. I also enjoy walking the local pathways and boating on the Trent Severn Waterway. It is also important to give back to my community, volunteering with the Kawartha Artistic Swimming Board and supporting local Peterborough sports for youth.
