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.
IG Wealth Management Broader View
With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.