255 Queens Ave.
Fanshawe & Hyde Park BMO Bank Branch
1285 Fanshawe Park Road West
As a seasoned financial services provider, I am able to produce well thought out financial plans with a curious and thoughtful approach, creating client's future options.
Discovering where clients are now, where they would like to be in the future, tax planning, retirement planning, investment planning, tax planning, estate planning, cash flow now and in the future, banking, and credit facilities. Value is added by removing inefficiencies, redundancy, consolidation, saving time and money with one point of contact.
I am a wife, mother of three and business owner who has used these same strategies and investments to create future options and opportunity for my own family. I recommend options I have used myself and have experience with.
Let me create a thoughtful and curious plan for you and your family.