Let's put you at the centre of your financial strategy – your dreams, your family, and your opportunities and challenges. It is my job – and my privilege – to learn what's most important to you so we can build a financial strategy that meets you where you are, and gets you to where you want to be. Together, we can work through whatever life throws your way and understand your opportunities to move forward.
At the top of my own set of values is family – they continue to be a huge influence in my life and drive my financial goals. And today, I enjoy time with my partner and his three teenagers. I love to bake (even had a cupcake business at one point), garden and travel. I understand the twists and turns that life can bring and want to work with families to protect their futures.
My practice is well suited for investors at any stage who want to live their best financial lives. I work well with those eager to learn, open to advice and focused on the long-term. I will stay by your side for years to come – to make adjustments when needed and to help you stay on track.
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
A weekly synopsis of market themes and trendsLISTEN NOW
We explore how to tell the difference between symptoms of dementia and those of age-related memory loss, and how to protect the finances of someone who has dementia.learn more
Exploring the myth that it’s always better to take a fixed over a variable mortgage, and how you can choose the best option for your circumstances.Learn more
The real meaning behind the question is more likely that investors want to know if their investment will go up rather than down. In truth, it’s impossible to know when the “perfect” time to invest is.Learn more
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
As a business owner, having a well thought out tax and estate plan is key for financial success.Learn more
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