As a Senior Financial Advisor, I strive to make a positive difference in the lives of others by helping them plan for financial success.
I’ve always had a genuine passion for financial planning. The year I graduated from university I was debt-free and went on to purchase my first home in Victoria. I want others to experience the same level of enjoyment from planning for their success and achieving their dreams. You may hope for peace of mind at retirement, the ability to fund your child’s education or to assist your extended family financially. With a smart plan, updated on a regular basis, we can accomplish this together. I am focused on listening to what matters most to you so I can guide you in the right direction, discuss any risks involved in your plan, and recommend the best options for managing them. I believe our unique Personal Wealth Management Strategy™ will give your family peace of mind.
Personal Information
I thoroughly enjoy calling Vancouver Island my home and currently reside on a tranquil property in Willis Point with my husband Jason, and my daughter Anika. In my spare time, I enjoy participating in Anika’s activities, spending time outdoors, boating, traveling, and tending to the family ducks. I also believe it’s important to support the continued success of my community. I volunteer in my neighbourhood by putting together our local newsletter and you will always find me out there on “road clean up” days, rain or shine. I am recently back in the habit of donating blood and each December I arrange a food drive for the Mustard Seed to raise money and food donations for those who could use the support.
Professional Designations and Achievements
- 2023 Finalist, Better Business Bureau Vancouver Island Torch Awards for Ethics - Professional Services
- 2023 Member of The Greater Victoria Chamber of Commerce
- 2022 & 2023 IPC National Advisory Board Member
- 2021 Advisory Panel IPC Virtual Summit
- 2020 Co-Author of Financial Success for Women by Women
- 2019 Awarded Best Client Experience ~ Investment Planning Counsel
- 2018 Senior Financial Advisor ~ IPC Securities Corp in BC and Alberta
- 2018 Life Licence ~ Alberta Insurance Council
- 2018 Invited to attend IPC Top Performers Conference
- 2017 Wealth Management Essentials ~ Canadian Securities Institute
- 2017 Conduct and Practices Handbook Course ~ Canadian Securities Institute
- 2016 Invited to attend IPC Top Performers Conference
- 2011 Awarded Best Client Experience ~ Investment Planning Counsel
- 2011 Advisory Panel Bear Mountain IPC Conference ~ Investment Planning Counsel
- 2009 Chapter Board Member ~ Advocis South Vancouver Island
- 2008 Invited to attend IPC Top Performers Conference
- 2008 Commenced membership of Better Business Bureau
- 2005 Invited to attend IPC Top Performers Conference
- 2005 Certified Financial Planner Designation ~ Financial Planners Standards Council
- 2003 Commenced membership of Advocis Vancouver Island Chapter
- 2002 Financial Advisor ~ IPC Investment Corporation in BC
- 2002 Canadian Securities Course with Honours ~ Canadian Securities Institute
- 2002 Life, Accident and Sickness License ~ BC Insurance Council
- 2001 Bachelor of Arts with Distinction ~ University of Victoria ~ Double Major in Psychology and
- Environmental Studies with a Minor in Women’s Studies
