As a Certified Financial Planner®, I am passionate about helping individuals, families, and business owners make informed financial decisions with confidence. Since joining CI Assante Wealth Management Ltd in 2016, I have been dedicated to building long-term relationships with clients by providing personalized advice and exceptional service. My priority is always putting my clients' interests first and helping them achieve their financial goals through thoughtful planning and guidance. I am a graduate of the Ivey Business School at Western University and hold the Certified Financial Planner® designation. My education and experience have provided me with a strong foundation in financial planning, allowing me to help clients navigate complex financial decisions with clarity and confidence. I believe true financial planning goes beyond investments. That's why I take a holistic approach, helping clients manage all aspects of their financial lives, including investment management, retirement planning, insurance strategies, tax planning, and estate planning. By understanding each client's unique goals, values, and circumstances, I develop customized strategies designed to help them build, protect, and transition their wealth. Providing exceptional service and acting in my clients' best interests are at the core of everything I do. I take pride in building meaningful relationships and serving as a trusted advisor through every stage of life.
Published content areas
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Financial Planner
Evidence-backed planning topics
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Financial Planner
As a Certified Financial Planner®, I am passionate about helping individuals, families, and business owners make informed financial decisions with confidence. Since joining CI Assante Wealth Management Ltd in 2016, I have been dedicated to building long-term relationships with clients by providing personalized advice and exceptional service. My priority is always putting my clients' interests first and helping them achieve their financial goals through thoughtful planning and guidance. I am a graduate of the Ivey Business School at Western University and hold the Certified Financial Planner® designation. My education and experience have provided me with a strong foundation in financial planning, allowing me to help clients navigate complex financial decisions with clarity and confidence. I believe true financial planning goes beyond investments. That's why I take a holistic approach, helping clients manage all aspects of their financial lives, including investment management, retirement planning, insurance strategies, tax planning, and estate planning. By understanding each client's unique goals, values, and circumstances, I develop customized strategies designed to help them build, protect, and transition their wealth. Providing exceptional service and acting in my clients' best interests are at the core of everything I do. I take pride in building meaningful relationships and serving as a trusted advisor through every stage of life.
Outside of the office, I enjoy spending time on the golf course, playing tennis with my husband, Curt, traveling, and taking advantage of the beautiful beaches along Lake Huron. These experiences reinforce my belief that financial planning is about more than numbers—it's about helping people create the freedom to enjoy the life they've worked hard to build. Whether you are preparing for retirement, growing your wealth, protecting your family, or planning your legacy, I am committed to providing personalized advice and comprehensive financial planning to help you achieve your goals with confidence.
