As a CERTIFIED FINANCIAL PLANNER^® professional with IG Wealth Management, I have a deep commitment to helping individuals, families and business owners build secure financial futures. Drawing from over 30 years of experience in the industry, I take a holistic approach to personal finance, ensuring clients receive tailored advice in areas such as retirement planning, investment management, tax strategies, and estate planning.

With a client-first philosophy, I focus on creating long-term financial plans that align with each client's unique goals and aspirations. Whether working with business owners, families, high-net-worth individuals, or retirees, I strive to provide clarity, actionable insights, and peace of mind during each stage of life’s financial journey.

I welcome the opportunity to discuss your goals with you and develop a plan ensure they are obtained.

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For close to two decades, I've had the privilege of guiding families through their most important financial milestones. As a CERTIFIED FINANCIAL PLANNER^® professional, my focus isn't just on numbers; it's on helping you build a solid foundation so you can live your life with purpose, knowing your future is secure.

I understand the unique pressures of raising a family—from managing a mortgage and saving for college to simply planning for the unexpected. My approach is to partner with you to create a clear, realistic roadmap. We'll start by building smart savings habits, then tackle the bigger goals like securing your children's education and, most importantly, ensuring a comfortable retirement for you.

My career experience has taught me that consistent, long-term planning is the key to financial freedom. I specialize in helping families build the wealth they need to retire comfortably and confidently.

If you're ready to start planning for your family's future, please contact me to schedule a complimentary consultation today.

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As a dedicated Administrative Assistant, I am focused on our team’s insurance operations. I support both clients and team members in processing applications, policy changes, claims, and handling customer inquiries.

I entered the financial services industry after graduating from St. Clair College. A member of our team for over 5 years, I am committed to responsive communication and to working diligently to ensure your insurance solutions are up to date and effectively protect the needs of both you and your family or business.

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I began my career in hospitality, where I advanced to a senior management position with a strong emphasis on customer service and satisfaction.

I hold a Bachelor of Science degree and continuously improve my skills through ongoing education to provide you with the best possible experience.

With 35 years of dedicated customer service experience and 20 years in the financial sector, I focus on excellence in customer satisfaction and service. My extensive background ensures clients receive the best support and solutions tailored to their needs.

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