Delivering Ethical, Values Based Financial Planning That Enables Women and Young Professionals to Build Lasting Wealth

 

 

Woman on a hammock sipping coffee while reading during autumn up north

 

My Philosophy

Your Roadmap to Success

Every great journey starts with a plan. A Financial Plan is more than numbers—it’s your personalized roadmap, helping you navigate life’s milestones, detours, and unexpected turns with confidence.

 

Built Around You

No two clients are alike.That’s why your plan is designed to reflect your unique goals, values, and priorities. My process is thorough and people-focused, giving me the chance to understand you on a deeper level so I can create recommendations that truly fit your life.

 

Strategy with Purpose

Your Financial Plan is the foundation of your investment strategy. Together, we’ll build a portfolio that aligns not just with your financial capacity for risk, but also with your knowledge, time horizon, and comfort level.

 

A Living Document

Life changes—and so do your goals. That’s why I see your plan as a living, evolving document. I will regularly review and adjust it so it always reflects what success means to you today, tomorrow, and years from now.

 

 

My Core Values

Competency You Can Trust

I believe knowledge is power. My team and I are committed to staying ahead of industry changes so you always receive advice that is accurate, relevant, and backed by experience.

 

Transparency at Every Step

Honesty is non-negotiable. You’ll always receive clear explanations, straightforward guidance, and full transparency. I want you to fully understand your investments and feel confident in the path we’re building together.

 

Empathy in Action

Your goals, values, and comfort matter. I take the time to listen and meet you where you are, building a partnership rooted in respect, understanding, and care. Because when advice comes with empathy, relationships last—and your plan reflects what truly matters to you.

 

Our Process

 

Woman holding coffee and her laptop on her dock during a foggy morning on the lake

                           

Social Media

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Social Media Update

Back-to-school feels better when your financial goals are set – hit play and start strong! ??#ProudToWorkAtBMO

Back-to-school feels better when your financial goals are set – hit play and start strong! ??#ProudToWorkAtBMO

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Social Media Update

Are you putting off having important discussions with your family about wealth planning because it could get too emotional? This article explores common challenges families encounter while navigating wealth transfer conversations. Learn more: http://sp...

Are you putting off having important discussions with your family about wealth planning because it could get too emotional? This article explores common challenges families encounter while navigating wealth transfer conversations. Learn more: http://spr.ly/6006fWp3u

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Social Media Update

The BMO Celebrating Women Grant is closing soon! Don’t miss this opportunity to bring your innovative ideas forward and take your business to new heights with the support of BMO. Learn more and share with a small business owner who should apply...

The BMO Celebrating Women Grant is closing soon! Don’t miss this opportunity to bring your innovative ideas forward and take your business to new heights with the support of BMO. Learn more and share with a small business owner who should apply: bmoforwomen.com #ProudToWorkAtBMO #BMOForWomen

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