Since 1991, I have been dedicated to helping individuals identify and reach their financial goals. This has allowed me to hone my truly unique and proven approach to successful long-term conservative wealth creation and succession planning.

My credentials include an Honours Bachelor of Arts from the University of Toronto, the Canadian Securities Course, Conduct and Practices Handbook exam and the Professional Financial Planning Course, and my Canadian Investment Management (CIM), Fellowship of the Canadian Securities Institute (FCSI), Level 1 Life Insurance†, Life Underwriter†, Level ll Life Insurance† and Life Underwriter†.

I live in Toronto and enjoy an active home life with my husband and four sons. I also work in a volunteer capacity for several organizations, and have been Financial Editor at Woman magazine.

† Insurance services and products offered by Blackmont Insurance Services Ltd.