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“Planning is about vision. It is planning for the life you want.”

What are the financial implications of the life decisions you make? When you make decisions about your money, what can happen? I can show you. I can help you achieve your dreams by showing you how to keep more of what you earn or have saved.

I have extensive knowledge and expertise about helping people align their financial resources with their goals and values. I hold the Certified Financial Planner and the Elder Planning Counselor designations and I’m also a member in good standing of the Financial Planning Standards Council and Advocis.

Prior to being a Certified Financial Planner with Freedom 55 Financial, for more than 20 years, I was a Senior Bank Manager with a leading Canadian bank and then Director of Business Development for a large wealth management company. I’m also past Vice-Chair/Director of Newmarket Hydro Ltd.

In August 2006, my husband Doug and I moved from Newmarket to Brighton and love our new lifestyle and our home on the water. We’re enjoying becoming part of the Brighton community. I currently volunteer on the Brighton Tourist, Culture and Events Committee and the Property Standards Committee. I have recently joined the Brighton and District Chamber of Commerce as President and am also a proud paddler with the Brighton Dragon Boat Club.