He was the only member of our family to have completed a university degree (until I came along), and he spent his career as an accountant, which is also where I started my career. Their relationship started with a knock at his door, and over the years it grew into a trusted partnership that spilled over to include his children and grandchildren. The advisor was also there when the time came to set
tle my grandfather's estate, and remains an important contributor to our family's financial wellbeing. If this story resonates with you, you've come to the right place. As a Financial Advisor, I help my clients make intentional, well-informed decisions about their financial futures. It is never "too early" or "too late" to get clarity on where you are, where you're going and whether you're on track to meet your goals. The reality is that most of us don't set aside dedicated time to update and review our financial situation on a regular basis - even those of us who work in/around the finance industry. I am here to build a long-term strategy for you that involves diversified, high-quality investments, life insurance and coordination between other professionals (lawyers, accountants, etc.), and I'll partner with you to execute that strategy throughout your life. Above all else, I want to give you confidence in your future so that you can redirect your energy to the people, places and things that are most important to you! I joined Edward Jones after a successful career as an accountant and finance technology implementation consultant. I earned my HBA (Business Administration) degree through the Ivey Business School at Western University in London, Ontario, and subsequently achieved my Chartered Professional Accountant (CPA, CA) designation. I grew up in the small town of Schomberg, Ontario, and now live in the east end of Toronto with my husband and our two daughters, Hazel and Beatrice. I am active in the community and volunteer as the piano accompanist for the choirs at our local school. Depending on the season, you can find me as a spectator at my kids' hockey, gymnastics, baseball, soccer, swimming or music lessons/events. I also enjoy travelling, downhill skiing/snowboarding, cycling, playing video games and being generally musical or physically active.
