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 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 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.
Beginning in 2019 I have helped clients with their dreams of home ownership working as a mortgage specialist.
As a new member to the Financial Destinations Group Team I am now able to help my clients with financial planning and wealth protection. I strongly believe in education, and implementing strategies to help individuals, business owners and families achieve their financial goals.
I have a passion for helping my community. For the past seven years I have helped raise money in support of The Special Olympics Foundation as the volunteer Event Director for Edmonton.
I have always had a great passion to serve my friends and family with the utmost respect and compassion. So it was only fitting that I join the financial services industry, and helping others with the greatest team.
I started my financial journey after graduating from NAIT for finance and joined with Freedom 55 financial. They gave me the skills, and helped develop the advisor I am today. With the proper guidance I have been able to grow my business and new relationships beyond my expectations.
I am here to help you grow not just a full and rounded portfolio, but a long lasting relationship as well.
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!