I joined the Springleaf Financial Group in September 2023 as a licensed investment representative and holistic Financial Planner. Employing a sensible, evidence based, and repeatable process, I assist clients in achieving their goals while making the plan personal and practical. The best plan is one that you can stick to. For this reason, the professional advice I provide is nuanced to each individual’s needs.
Prior to joining Springleaf, I worked with the top wealth management firm in Canada on the leading team in the Fraser Valley where I specialized in financial planning and portfolio management for high net worth families and business owners. I assisted the team in managing more than half a billion dollars. I graduated from University of the Fraser Valley with a Bachelors of Business Administration, specializing in Accounting.
Committed to furthering my education, I earned my Certified Financial Planner® (CFP®) designation, the gold standard for financial planning. I have also completed the Chartered Investment Management (CIM) designation. Expanding my education has given me the knowledge to help families from all walks of life better understand their finances and put them on the path to success. I take pride in being able to simplify complex financial topics for people and helping them fully understand the ‘what’ and ‘why’ of their plan.
I moved to Kelowna to be close to family, and extended family. When I’m not in the office, you will likely find me at the gym, or reading the latest finance, or nutrition related studies and catching up on my podcasts. I recently travelled to Iceland (highly recommend it!) and am looking forward to another adventure soon.