Certified Financial Planner
Qtrade Top Advisor 2015, 2016
3130 Preston Ave South
I have worked with TCU for over 10 years and I pride myself on the high level of personalized service I deliver to my clients. I believe in creating a long lasting relationship with my clients, as each situation is unique and there is no “one size fits” all solution. Financial planning is a journey we are on for our entire life.
I believe that responsible investing is key in today’s investment environment. It is important to know that in addition to achieving your financial goals, your investments are creating a better world today and in the future through positive social, environmental and corporate governance impact.
I hold the Registered Retirement Consultant-RRC® designation in addition to being a CERTIFIED FINANCIAL PLANNER®. I am involved with the Saskatchewan Young Leaders, an organization dedicated to empower youth to grow in and for the credit union system. I am currently the President of Business and Professional Women of Saskatoon, a group which encourages women to lead in our community through mentorship and professional development.
I have been married to my husband, Alan, for over 10 years and have one son, Ethan. I am very involved in Ethan’s academic and leisure activities – volunteering with his school and assisting with coaching his baseball team. Outside of work you can find me reading, playing slo-pitch, spending time outside with family and friends, and camping during the summer.
Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Funds.