Serving takes understanding. I listen first – talk later. We take the time to really understand your goals, needs and wants. A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique.
I care. Together, we will build a strong relationship that ensures we successfully navigate the future together. Personalized service is essential when matching your needs with the right financial products and services.
I do what I say I will do. With years of business management, consulting and life experience, I bring a level of business acumen, skills, resources and passion to our relationship. My commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of your financial plan.
With a desire to educate, my goal is to help you achieve peace of mind, commitment to your goals, increased savings, security, a clearer picture of where you are and where you want to go and most importantly, a plan you can follow.
I was raised a small-town girl (where everyone knows your name) and after graduating with an honours commerce degree from the University of Guelph, moved to the big city of Toronto. Prior to joining Freedom 55 Financial my career was spent in the entertainment, manufacturing, consulting and financial services fields, helping both individuals and companies grow and prosper.
Married and mother to 2 university students, I spend my downtime either creating woodland garden landscapes, encaustic paintings or volunteering for the Halton Distress Line. As a licensed pyrotechnic I was fortunate to travel internationally experiencing a vast array of dazzling, explosive fireworks demonstrations.
Today I help people plan and implement a comprehensive financial plan to live a financially secure life. My clients appreciate the clear guidance I deliver, which is rooted in an in depth needs analysis and discovery process that determines the strategy unique to them.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.