About Us

My husband's battle and recovery from pancreatic cancer amid raising a young family has greatly impacted our outlook on life and my approach to wealth management. Each family navigates its own ups and downs, but the stress associated with a health crisis and the impending recovery of a loved one should never be overshadowed by financial constraints. Let me help you and your family create a roadmap to achieve your greatest milestones while shielding your portfolio from unnecessary risks.

Clients describe my style as clear, concise, organized and a breath of fresh air in personal finance. My life has greatly benefited from the incredible relationships that I have built; I look forward to building a lasting relationship with you and your family.

Raising two boys, managing our careers while finding time to live an active and healthy lifestyle has kept my wife & I busy over the last two decades.  I have worked in Wealth Management for over 25 years and have had the pleasure of building lasting relationships with a wonderful group of clients.  Watching the families we work with grow and evolve while being a trusting sounding board during their life has been the highlight of my career. 

Clients describe my style as experienced & knowledgeable; my relaxed down to earth demeanor sets clients at ease to discuss their most intimate goals and fears.  I look forward to learning more about you & your family and charting a course to help you achieve your life goals with deliberate, actionable ideas and defensive portfolio management.

Born and raised in Waterloo, I attended Queen’s University where I graduated with a Bachelor of Arts (Economics) in 2018. Since joining BMO in 2019 in the retail banking sector, I have been dedicated to educating myself on the financial services industry while maintaining relationships with our clients. In that time, I have completed the Canadian Securities Course and Conducts and Practices Handbook, and I am currently working towards the CFA® Designation.

I oversee much of our teams’ day-to-day administrative duties in order to keep our operations running smoothly. My goal is to offer fast and reliable service, while being a friendly voice on the phone as a key point of contact for any clients with questions or account needs.

When I’m not at the office, you would likely find me at my family cottage, a music venue, or around the city on a run.