I support our advisors and their clients once they have agreed to take action on their plan for the future.

I help simplify the advisors’ lives by implementing and managing client accounts with our partner financial organizations. I work with clients when they have an account issue, and coordinate with the appropriate partner to ensure issues are resolved.

I help make things easy for clients and save them time and effort in managing their day-to-day financial affairs.

I'm an animal lover and activist. I have been a vegetarian for over 35 years and love to garden. I'm a huge Toronto Maple Leafs fan and most importantly, I love spending time with my 2 beautiful grandchildren.