As a dedicated investment advisor and financial planner, I bring both professional expertise and lived experience to every client relationship. I am also a mother to a daughter on the autism spectrum, a role that has profoundly shaped my passion for helping families navigate complex financial and planning decisions with clarity, compassion, and confidence.

Through my own journey, I have seen first-hand the challenges families face when supporting loved ones with disabilities. This has inspired me to specialize in helping families maximize available government benefits, plan proactively, and build long-term financial security for those with unique needs. I am deeply committed to helping families feel informed, supported, and empowered—both today and for the future.

I take a holistic approach to financial planning, recognizing that no two situations are the same. I work closely with clients to understand their full financial picture and help them achieve their goals by thoughtfully coordinating all areas of planning, including:

Investment management
Tax planning
Net worth and cash flow analysis
Assets and liabilities
Debt management
Insurance planning
Legacy and estate planning

By looking at each of these areas together, I help clients make informeddecisions that align with their values, priorities, and long-term objectives.
I am proud to work alongside a trusted team of professionals, allowing my clients to benefit from collaborative expertise and well-rounded advice. Together, we focus on improving our clients’ overall wealth, financial health, and peace of mind, so they can focus on what matters most to them and their families

Insurance products are sold via Harbourfront Estate Planning Services Inc,. (HEPSI).These products are not subject to CIRO regulation or CIPF coverage, pleaseinquire for more information.

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