My focus is to provide financial planning services, strategies and products for my clients so they can achieve their goals. I view every client as unique and I approach the financial planning process according to my clients own needs and comfort level.
I have a strong commitment to continuing my education which I believe adds value to my clients. I share this knowledge with my clients so they can make informed decisions, specifically tailored to their situation.
I found my life’s purpose early on. At the early age of 13 I assisted my non-English speaking mother purchase her home. From then on, I found myself eagerly helping people, and focused on education and processes for success.
Having been involved in business and planning for years, a career in financial services was a natural progression for me. In 2013, I began what would be 4 years at Freedom 55 Financial. That experience allowed me to shape a vision for my practice and enabled great opportunities to service my clients. I believe in continuous growth and betterment, and thus have commenced my studies to become Certified Financial Planner. I also look forward to becoming a Certified Executor Advisor.
My goal is to help you achieve your life goals through sound financial planning, transparent processes, and creative strategies. Through strong client relationships I endeavor to not only build wealth, but also to protect your family, business, and estate. I am fluent in 5 languages, and I can share and relate many stories of struggle, perseverance, and success. Together, we can shape a better outlook for your financial future.
It warms my heart immensely and provides me with enormous satisfaction to know and to see individuals achieving their life’s goals; and it provides me with tremendous gratitude to be able to service my clients and be a part of their journey of life.
I joined the FDG team in 2012 and advise businesses, individuals and families on how to provide protection from “life’s many risks”.
From personal experience, I know that life has a way of taking some unexpected turns. Unfortunate events can happen to anyone and, when they do, a sound financial plan is one thing that can help. Life, disability and critical illness insurance are important options to consider to help protect one’s health and financial security. My goal is for each client to have confidence in answering these questions “If something should happen to me, will my family be OK?” and “Will I ever have enough to retire and how much money do I really need?”
Having built strong relationships with business owners, I love helping companies develop tailored group benefit plans that will help attract and retain quality employees.
Born and raised in Edmonton, I have worked in the media, the mortgage industry and also manage a real estate portfolio.
I am also a connoisseur of fine wine!
My passion has always been in helping others. In 2001, I launched my career as a Certified Financial Planner (CFP).
In 2012 I became principal of Financial Destinations Group. I am proud to lead our dynamic team. Our success has been in helping families and business achieve clarity and their financial goals.
As a CFP, I'm committed to maintaining a high level of financial knowledge and professional practice standards. I believe in educating clients as our experience demonstrates that informed clients make good decisions.
It is with genuine concern, transparency and trust that I build enduring relationships and create solid financial plans that help clients achieve financial security and the future for which they have planned. I love and value my own family and recognize the importance of protecting and planning for the future.
Outside of the office, I understand the importance of maintaining life balance. Family, friends, co-workers and clients will tell you that I am a definite ‘yes’ to fun, golf, travel and social gatherings.
I gained valuable skills and knowledge working as an Actuarial Analyst/Associate in top tier insurance and consulting companies in Canada.
Life happened and after 5 years of experience, I decided to get into the business side of things and got into a few entrepreneurial ventures. This exposed me to a variety of financial planning products and services which are necessary for individuals, families and businesses. During the process of learning about financial planning, I came in contact with Financial Destinations Group for my financial needs and was blown away by the professionalism, high level of financial knowledge and outstanding work ethics this firm upholds. In fact, I believed in them so much that I joined the team in February 2017. I am truly very happy to be a part of the team.
I believe that with my knowledge, ethics and experience, I have the right tools to educate clients and help them plan future goals, and provide them with the means to achieve them.
I have been in the financial services industry for over 20 years and have always had a passion for building strong relationships with people.
Communicating knowledge and experience to my clients in a simple and concise fashion is my key goal to help them along their financial paths. Whether it be a business owner or an individual and their family, I am happy to assist in the areas of investment, life and critical illness insurance while also providing expertise in health, dental and pension plans for both companies and individuals. I also have a strong commitment to continued education in the industry as products and services do change over time.
Other passions include hockey, golf, outdoor activities and simply spending time with family. I truly believe having a life balance is a crucial part of life and have always supported the mantra’s “Work hard, play hard!” and “Life’s to short”.
I have always had a passion for the financial services industry, and in 2020 I became a part of the FDG team.
I enjoy working with individuals and families to develop tailored financial plans that are specific to each client. Through creative and proven methods, we can develop strategies to navigate the unexpected events in life, focusing on wealth creation and protection.
It brings me great satisfaction to help clients reach their financial goals. I believe in delivering a strong level of education throughout the planning process, helping clients to make informed decisions.
I joined the FDG team in August of 2012 bringing 4 years’ experience as an Executive Assistant along with excellent customer service skills. While new to the Insurance Industry I am looking forward to learning and developing relationships with clients as well as the challenges and advancement this industry can bring.
I enjoy baking, travel and spending time with my friends and family.
I joined the FDG team in January 2020 as a licensed professional with over 20 years of experience in the financial services industry. I have worked in administrative roles at a few small independent brokerages and worked as a Financial Advisor at Edward Jones prior to joining FDG. I get a lot of satisfaction from helping others, I’m happy to share what I’ve learned, and I believe there is something to learn from everyone. I’m excited to be a part of this amazing organization and look forward to getting to know our clients.
I love live music and theatre and enjoy camping, biking, and karaoke.
I am excited to be back on the FDG Team! Originally joined the team in 2004, I have returned to work with our amazing existing clients that I already know and the new ones I am soon to meet. It’s my passion assisting clients and helping them get what they need done in a quick and efficient manner.
I am a licensed administrative assistant and have been in the industry for more than 17 years. I have had the opportunity to worked in many areas of the insurance and investment industry that has given me the experience that I have to help clients in a variety of ways.
When not working, I enjoy spending time with my family and friends, reading a good book or taking off for a relaxing getaway!