I offer my clients a unique, all-inclusive wealth management experience that includes: in-depth investment research, disciplined portfolio management, practical financial planning and access to the comprehensive banking services of CIBC, one of Canada’s oldest financial institutions.
Our world today, moves faster and with more uncertainty than we have seen before. This environment calls for a disciplined, dynamic and practical approach to managing your wealth. Your goals require solutions that fit you and you alone.
You are sophisticated and desire a higher level of service. I can be that partner with you, on your financial journey to reach your goals. As a mom, spouse, daughter, aunt and sister, I understand the complexities of all generations!
Your thoughts, needs and future requirements will be incorporated into your personalized investment strategy.
About me:
I have over 25 years of experience in the investment management industry working for some of the largest firms in the world.
I hold two professional investment designations: the Chartered Financial Analyst Designation (CFA®) and the Chartered Market Technician Designation (CMT).
Outside of work, our family enjoys skiing, sailing and managing all of our kids activities. I am an active volunteer in the community sitting on local and international boards of directors.
Fee transparency is paramount to my integrity. I am paid entirely by my clients. I have declined all commissions, bonuses and trailers offered by fund companies.
Areas of financial expertise:
Business Ownership
Independent Pension Plans
Tax Planning
Estate Planning
Wealth Transfer
Family Office Planning
Planning for Education
Asset Allocation and Investment Strategies
Wealth Protection Planning
Marital Breakdowns
Legacy Planning
Products and Services:
Investment Management
Financial Planning for Education, Retirement and Major Purchases
Trusts
Charitable Giving
Please contact me to learn about how I can assist you with your financial well being, I am happy to speak with you.
