About Me

While I’ve lived in all three of Canada’s western provinces, I am a British Columbia girl at heart and have an immense love for this amazing place in which I’m fortunate to live. I make the most of it by spending as much time as possible playing outside: trail running, hiking and sailing. I have been living in beautiful North Vancouver since 2009.

Before starting my career as a Financial Planner, I worked with individuals facing homelessness, addictions, and mental illness, where I developed my skills in helping people to set goals and overcome barriers in reaching those goals. I also have witnessed the tenacity of human spirit in conquering obstacles, and I love helping clients through the process. So, it was a natural progression for me to transfer those skills into helping people with their financial security. I love problem solving, and I love being a part of your success!

My Core Values

These are the values which are at the heart of everything I do, both with my clients and with other professionals:

Integrity – I will put my clients’ best interests ahead of my own
Diligence – I will maintain my own learning, compliance, and competence
Caring – I will treat your family and business as my own
Honesty – I will always be open about products, fees, and options
Education – I will educate my clients and the public
Community – I will give back via education, volunteering, and donating

holly with a kitten in Turkiye, 2022

 
Just one of the many kittens I befriended while traveling in Türkiye in 2022.