In 1997, after a 7-year career in various management capacities, I chose to pursue my passion for the investment industry. Over the years since, I have worked with individuals, families, and small business owners towards the achievement of their unique financial goals. I hold the following industry designations: Portfolio Manager, Certified Financial Planner or CFP® practitioner, Financial Management Advisor (FMA), Certified Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI). I reside in Regina with my family, and we all love to participate in the many outdoor activities that Saskatchewan has to offer, with particular passions for canoeing, hiking and golfing.
I began my career with BMO in 2006. In my previous roles as the Branch Manager and Financial Planner, I have gained the skills and knowledge of managing daily operations, managed the regulatory requirements for the branch and ensuring all compliance obligations are met. My focus on the team is to manage the business development, assist in facilitating transactions and client communications for an optimal client experience. I enjoy working collaboratively with my team to maintain client loyalty and realize their full potential.
When I'm not in the office I enjoy spending time with my family outdoors. We have a love for camping, travelling and golfing.