Your Personal Advisor in Canada
Experience
My Journey to Financial Consulting
My path to working with individuals and families wasn’t conventional. I began my career managing retirement communities, where I witnessed firsthand the profound difference proper financial planning makes in the quality of life for retirees.
Some residents enjoyed their retirement years with financial security and peace of mind, while others struggled with financial stress despite having worked hard their entire lives. The contrast was stark and eye-opening.
This experience sparked my passion for financial education and planning. I realized that with the right guidance earlier in life, many of these struggles could have been prevented. I decided to transition my career to help people proactively prepare for their financial futures.
Today, I bring that same passion and perspective to my work with clients across all stages of life, helping them build secure financial foundations for both today and tomorrow.
A Personal Perspective
As a mother juggling childcare costs, mortgage payments, and saving for the future, I understand firsthand the financial challenges Canadian families face every day.
My own experiences with budgeting, investing, and planning while balancing family needs have given me a practical perspective that informs my approach to financial advising. I believe that financial strategies must work in real life, not just on paper.
When I work with families, I see more than numbers – I see dreams for children’s education, hopes for comfortable retirements, and desires for financial security. My goal is to help make these aspirations achievable through personalized planning.
I bring both professional expertise and personal understanding to every client relationship, creating financial strategies that are realistic, practical, and tailored to your unique circumstances.
Local Canadian Expertise
Understanding the unique aspects of planning your finances
I understand the nuances of our financial landscape – from the tax implications of RRSPs and TFSAs to navigating the Canada Pension Plan and provincial health benefits.
- Deep understanding of Canadian tax legislation and how it impacts your financial decisions
- Experience with Canadian-specific investment vehicles and retirement plans
- Expertise in navigating Canadian healthcare and long-term care planning
- Knowledge of provincial variations in insurance regulations and retirement benefits
- Familiarity with local Halifax and Nova Scotia economic trends and housing markets
- Up-to-date knowledge of relevant legislative changes that may affect your finances
My Values & Approach
The principles that guide my work with clients
Personalized Guidance
I believe that financial advice should never be one-size-fits-all. Every client receives strategies tailored to their unique goals, circumstances, and risk tolerance. Your financial plan should be as individual as you are.
Education First
My goal is to empower you through financial education. I take the time to explain concepts clearly, answer questions thoroughly, and ensure you understand the reasoning behind every recommendation.
Long-Term Partnership
I view financial planning as an ongoing journey, not a one-time event. I'm committed to building lasting relationships with clients, providing guidance through life's changes and evolving financial landscapes.
Transparency
You deserve complete clarity about fees, recommendations, and potential risks. I maintain full transparency in all aspects of our professional relationship, ensuring you can make informed decisions with confidence.
Holistic Perspective
I consider all aspects of your financial life – from cash flow and investments to insurance and estate planning. This comprehensive approach ensures your entire financial picture is optimized and aligned.
Continuous Growth
The financial world evolves constantly. I'm committed to ongoing professional development, staying current with industry trends, regulatory changes, and innovative strategies to serve you better.