Building a Bridge Supported by a Team of Experts:
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Retirement and Investments
- Tax and Estate Planning
- Banking and Mortgages
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Life Insurance
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Living Benefits
- Disability coverage
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Critical Illness coverage
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Business Owner - Overhead Expense/ Disability/ Critical Illness/ Life Insurance
As an insurance broker and financial advisor, my commitment is to work transparently and effectively with my clients. The purpose is to "build a bridge" to better secure a financial future. Education and experience provide me with the skills to analyze and organize my client's financial concerns to satisfy their short and long term goals.
When widowed at the age of 39, I strongly understood in the value of insurance, saving for daily living, retirement and estate planning. After some reflection, I decided to become a financial advisor.
I completed my Degree in Business Administration at Okanagan University College and my Coaching - Level 2 for Amateur Sport in British Columbia. In addition, I obtained my Canadian Investment Funds Course - IFIC.
I enjoyed a successful entrepreneurial career as a partner in an Imperial Oil Agency (trucking business) with my late husband for 11 years. I have gained working experience in public and private industries including transportation, banking, manufacturing, and municipal government over my career.
My approach has always been customer focused throughout my career. I will continue to focus on client needs to ensure that my clients receive sound advice regarding investments and insurance.
