I am an established financial planner working with a team of regional specialists. We are very active in the communities we serve.
My practice focuses primarily on educators, health and business owners/professionals. I listen intently and fully understand your goals and concerns as we proceed through my 5 step process.
As your "Personal CFO", I provide a detailed financial plan tailored specifically for you and your family. I will fully explain in clear and concise language your current situation and what it will take for you to get to where you want to go
- 16+ Years experience in the financial services industry, 12 as a Director
- Board member of United Way-Central NB
- Board member of Rod Harquail Fund for Sick Kids in Northern NB
- Physician Retention Committee member-Fredericton Chamber of Commerce
- Title Sponsor for “We Heart Our Docs Day”
- Board member of Nackawic Community Fund
- Former board member of The Forever Fund
- Former board member of Junior Achievement-PEI
- 2007 Junior Achievement-PEI Volunteer of the Year
- Community Involvement Award - IG Charlottetown
- Other charitable causes include:
Canadian Cancer Society, Heart and Stroke Foundation, Alzheimer Society, Autism Society, Fredericton Food Bank, Scouts Canada
IG Wealth Management - How strong is your financial plan?
Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes. Find out your score today at IG.ca
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.