Profile Photo
self employed
Wealth Advisor
Apr 25, 2022

I have been actively involved in financial planning since 2014. I have my MFDA license and Insurance license, designation as a Registered Retirement Consultant RRC®, a Financial Planning diploma from the Canadian Institute of Financial Planning, and attained the Certified Financial Planner CFP® certification through FP Canada™. I also have an accounting education through the University of Athabasca and past accounting experience with Stark & Marsh.

I work with Stark & Marsh clients to build a financial plan that considers Financial, Insurance, Retirement, and Estate needs. I work closely with the Stark & Marsh accounting and tax advisor to ensure the complete financial picture, including tax implications, are contemplated.

Through a referral agreement with Stark & Marsh Wealth Management, I will refer clients interested in investments to the Independent Accountants’ Investment Counsel Inc . (IAIC). Clients have direct access to a team of Advising Representatives through this referral arrangement who can tailor an investment management strategy specific to their needs. This integrated approach, which links the clients’ accountant with their financial planner and investment advisor, provides a unique opportunity to develop a comprehensive and customized plan best suited to serve the clients needs.

I relocated to Saskatchewan in 1992 to grain farm and still assist my son in the business’s financial operations today. Myself and my husband Ivan own & operate MicroAge in Swift Current, purchasing the company in 2010. As a fellow business owner, I understand the pressures and regulatory requirements that a business owner must meet.

Presently I am serving on the Special Olympics board and was previously the Chairperson for the Swift Current Chamber of Commerce (2016).

Personal Information
Swift Current
Some Post Secondary
Employer Information
self employed
365 Central Ave N
Swift Current SK S9H 0L5
Practice Information
Wealth Advisor
Fee Only - Flat Fee/Project Based
Advocis CIFPs
Corporate Financial Planning Corporate Insurance Planning Corporate Tax Planning Estate Planning Executive Compensation Financial Planning Group Insurance Planning Group Investment Planning Insurance Planning Portfolio Management Retirement Income Planning Succession Planning Tax Filing Tax Planning