CFP, RRC, EPC
Senior Financial Consultant
Investors Group Financial Services Inc.
I am a born and raised local girl and my family roots are in the Fort St John area. I have a solid understanding of the main industries and am very familiar with the local economies and the people that live in my community. My husband is a self-employed Certified Pipefitter in the oil and gas industry and we have two teenage daughters.
I have over 25 years in the financial industry. I have worked in almost every facet of banking and have several years of bookkeeping experience as well. I chose this career because I find finance interesting and I love meeting people and helping them achieve their goals. I am a Certified Financial Planner professional (CFP), a Registered Retirement Consultant (RRC), an Elder Planning Counselor (EPC), and am licensed for life, accident, and sickness insurance. Through an IG Mortgage Planning Specialist we offer Mortgages and Group Insurance and RRSP Plans for small businesses.
I specialize in the 6 disciplines of financial planning and am dedicated to helping clients reach their financial goals. I want to work with people who are serious about their money, their future financial success, and who want a long term relationshop with an advisor that has their best interests at heart. I specialize in working with clients who are entering or in retirement and business owners/professionals in the community. I strive to make my clients feel well cared for and well informed as we transition throughout every stage of their lives.
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning. An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
The Living Market podcast with host Philip Petursson
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Let’s take a deep dive into the purpose of estate planning, what it entails and how it should be an integral part of your overall financial plan.Learn more
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There have been a number of myths about retirement planning circulating for years that can have a negative impact on your retirement plans. Let’s take a look at some of the more common ones and the reality that lies behind them.Learn more