RIA: Certified I live in Wheatley with my husband Barry. We have a large blended family and strong family values. In addition to the great joy of spending time with my 11 awesome grandchildren, I like to read, swim, hike, golf, travel, and take leisurely rides on our motorcycle. I am actively involved and hold leadership roles with a number of community organizations and service clubs.
With more than 30 years experience in financial services, I have worked in all facets of banking and have thoroughly enjoyed my role in financial planning over the last 10 years. I’m able to communicate exceptional financial advice clearly and effectively. Working collaboratively with you, I am very passionate and have one objective: to deliver a comprehensive, tailored plan that will help you achieve your financial goals and realize your dreams…for you and your family!
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Ontario