I have enjoyed a career in the Financial Services Industry for more than 30 years. Along the way I gained experience working in Retail Banking, Income Tax Preparation, Estate & Trust Administration, and Investment Management which culminated with me finding the ideal role as a Financial Planner and Investment Advisor over 20 years ago.
In addition to a Bachelor’s Degree in Economics from Simon Fraser University, I earned the Certified Financial Planner designation just prior to the birth of our daughter in 1999. I met my husband Doug of 30 years, at SFU and we both have enjoyed these same designations, building careers that have provided great fulfillment.
When away from the office, you might see my family and I walking our dog along the Mission Creek Greenway, golfing (only) 9 holes, kayaking, attending a Rockets hockey game with friends, or walking slowly through a car show. Actually my family will be far ahead of me.
