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Member Bio
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I help people to understand what is possible for them financially, while minimizing their exposure to tax. Since I don’t sell any financial products, my advice is completely unbiased. Financial planning is about much more than dollars and cents; exploring and understanding beliefs and attitudes around money and wealth is critical to enact change.
In addition to working with Canadians at all levels of wealth, I have specialized experience working with Canadians living abroad, and people with disabilities, and their families. I work with many Canadians who are planning a move to or from the US, and US Citizens living in Canada.
I have over 25 years of experience in financial services including branch management roles in credit unions, banks and an insurance company. I also designed the curriculum and taught courses on Investments and Building Interpersonal Skills at Seneca College. For the last 10+ years, my focus has been on financial planning and providing education to improve financial literacy.
I also design and deliver in-person and virtual customized financial wellness seminars to a variety of audiences, big and small.