Helping you to achieve your vision of success
With more than 20 years of financial services, business and investment experience, I have actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations. I have experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions. I joined TD Wealth Private Investment Counsel in 1999 after beginning my career with Canada Trust in 1993 and then continuing with TD Canada Trust after the companies merged. My foundational knowledge was built through previous career positions including Financial Advisor and Client Service Associate.
I graduated from the University of Calgary having earned a Bachelor of Arts degree in Economics and received my Chartered Financial Analyst (CFA) designation. I have completed the following courses through the Canadian Securities Institute. The Investment Funds in Canada (IFC), Personal Financial Planner (PFP) and Canadian Securities Course (CSC®). I am a member of the CFA Institute and the Calgary CFA Society.
A proud wife and mother, I live with my husband, Sunny, and my two active children. Away from the office, you can usually find me at the ski hill in the winter or in the Shuswap in the summer.