My Credentials

Since I began my financial career in 2006, I’ve always wanted to be the type of planner that helped people accomplish important things, and to do so in a way that was clear and impactful. 

Unfortunately, the financial services industry hasn’t always been clear or put clients’ best interests first. While it may be slow, many of those aspects are beginning to change, and I’m excited to be part of that evolution.

One of the most recent changes is the creation of the Financial Planning Association of Canada, and its goal of holding its members to a true fiduciary capacity, which means I’m held to a high ethical standard where I must put clients’ interests ahead of my own. It’s the highest standard for financial professionals in Canada, and I’m proud to be a founding member of this organization and to work to uphold this standard. 

The industry’s removal of sales commissions and move to fee transparency allows clients like you to not only see what you pay for, but more importantly, decide if what you pay is worth the value you receive. This means holding myself to a higher value proposition:  one that dives deep into the mindset of retirees and offers as much support as possible during the tough transitions you may experience, including loss of health or spouse. To gain more insight into these hugely impactful changes, I completed courses in both Palliative Care and Bereavement to better support my clients.

In 2016, I created Finances Made Simple for St. Joseph’s Hospice to help those who had recently lost their spouse become more informed, feel less overwhelmed by the financial changes they were undergoing, and lastly, feel in control of the piles of paperwork they received. 

Over time, I’ve also added the Certified Financial Planner ® (2016) and Chartered Life Underwriter (2016) designations to enhance my planning abilities. I’ve also contributed to my professional community as a board member for The Canadian Association of Gift Planners since 2018, and I currently serve as Chair of The Estate Planners Council of London. All of this means that I’m getting the latest information on what’s happening in the financial industry, connecting with colleagues, both taking and coordinating continuing education courses, and following high professional standards - and all of this benefits you.

When I look at both where the industry and my business are headed, it’s crazy to me that my career began with a simple interest in psychology and finance when I completed my BACS - Finance and Administration from Western University in 2005.

I can’t wait to see where it goes next and will continue the path of continuous improvement in an effort to help you retire well.