I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Born and raised in the Greater Vancouver Area, I studied arts and sciences at Langara College and Simon Fraser University. I have an Associate of Arts degree in Latin American studies.
I began my professional career in the real estate development world. After working with thousands of homebuyers, I began to notice a trend of families and individuals missing out on solid financial planning and reliable advice.
As a financial security advisor, I empower multiple generations of families through strategic and attainable financial planning. As a solution-focused advisor, I’m always working in clients’ best interests. I work with a team of professionals to ensure every individual and family receives the quality and efficient planning they deserve.
I’m supported by my loving husband Owen, and our sons Leonardo & Laurent.
I’m also the Surrey/White Rock event facilitator for the Pink Stiletto Network, a network supporting women in business, art and life. I’m also an active member of the Fraser Valley Entrepreneurs Network and the Fraser Valley Estate Planning Council.
When specialized expertise is required, I have access to a team of professionals associated with Freedom 55 Financial. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.