I help professional, business owners and their families build their wealth so they can live life on their own terms by wrapping tax and financial planning around investment advice.
Whether it’s achieving a work-optional lifestyle or simply being able to answer “yes” to the question “Will I have enough?”, I leverage my more than 25 years of professional experience advising clients by developing financial plans that provide the foundation for maximizing your means to do the activities you enjoy with the people you care about. These goals form the basis for developing financial strategies founded on investing appropriately while protecting your wealth from undue risk and an excessive tax burden.
I believe in being active in the community, having co-founded Dress for Success Ottawa in 2010 with a group of like-minded women and serving on the board until 2018. I now serve as Vice Chair of the Ottawa Board of Trade (OBOT) after assisting in the merger of Ottawa’s three Chambers of Commerce into a single voice for business under OBOT.
When I am not advising clients, I enjoy spending time with my husband, Kevin, and my three children, Derek, Sascha and Heidi, usually in a hockey arena, a soccer field or at the gym. I also enjoy road biking, cooking, wine, and European crime series on Netflix.