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). And, as of 2022 me and my amazing Team have proudly achieved BMO Private Wealth's highest client satisfaction and loyalty recognition.
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, traveling and golfing.
I began my banking career in 2015 at another FI - working a variety of Retail Administration positions before becoming an Account Manager. I joined the team at Nesbitt Burns in September of 2022; following my career passion.- working with investments. I am excited to work with a great team to meet your financial goals.
My husband Gary and I are proud parents to two teenagers and one adult child. I value cheering on the kids with all of their endeavors and any moments I can find to work on a craft project.