About Me

I believe financial planning is about more than products and policies. It is about helping people make confident decisions at every stage of life.Whether you are a young professional building your future, a growing family protecting what matters most, or a business owner balancing personal and business priorities, my goal is to provide practical guidance and solutions that align with your unique goals. I take a consultative, relationship focused approach, taking the time to understand what is important to you before making recommendations. Serving clients across Alberta and British Columbia, I am committed to delivering professional advice, exceptional service, and long term strategies designed to help you protect your income, grow your wealth, and create financial security for the future.

My Experience

With a strong academic foundation in business and finance, including Bachelor’s and Master’s degrees in Business Administration, I combine education with practical financial planning experience to help individuals, families, and business owners make informed decisions. I hold the Chartered Insurance Professional (CIP) and Certified Health Insurance Specialist (CHS) designations and specialize in life insurance planning, living benefits and income protection, retirement and wealth accumulation strategies, estate and legacy planning, business insurance and succession planning, and family financial security planning. Throughout my career, I have worked closely with clients to develop personalized strategies that address both immediate needs and long term objectives. My focus is on helping clients build a strong financial foundation, protect against unexpected risks, and create lasting financial confidence for themselves and their families.