Over the last few decades, women’s economic power has increased, and with this financial success new challenges have emerged. I believe that everyone deserves to work with a trusted advisor who can help them plan better for whatever the future holds for them and their family.
Women investors often seek out female advisors, so many of my clients are female divorcees and widows; often they are also business owners. I provide these smart women with options and advice to help them make informed investment decisions. As a member of Women in a Supported Environment (WISE Okanagan), one of the most rewarding aspects of my work is supporting businesswomen in my community.