I am a results-driven, highly credentialed and experienced Portfolio Manager with a passion for helping my clients become, and stay, financially secure.
My clients know that when working with me, they can focus on life’s other priorities beyond their finances, because I take an active and personal approach to managing their investment portfolios, creating a relationship of trust, and ensuring my clients feel safe and secure.
Able to provide clients with the support and expertise they need to invest responsibly, I am a member of the Responsible Investment Association (Canada) and have earned the Responsible Investment Advisor Certification (RIAC).
I value community involvement, and have proudly taken a leadership role in the Ovarian Cancer Canada charitable initiatives at Odlum Brown, helping to raise awareness and funds for the organization. Passionate about British Columbia’s beautiful landscape, I enjoy sailing and am an avid hiker. My environmental consciousness is also evident in my 20 year Modo Car Coop membership!
- Financial planning
- Investment management
- British Columbia