Advisors in High River

I am a Certified Financial Planner (CFP®) with extensive experience in the financial industry, beginning in 2005.

Initially, I started my career as a mortgage broker and later transitioned into financial advising. This diverse background has allowed me to effectively guide families in managing both the strategic (investment) and protective (insurance) aspects of their financial well-being. I am passionate about helping individuals and families and businesses create tailored plans to achieve their financial goals and aspirations.

I also hold my Chartered Financial Divorce Specialist designation and am able to help individuals navigate the financial complexities of divorce. I provide expert guidance on how to divide assets, manage liabilities, and address other financial matters during a divorce settlement.

I reside in High River, a town just outside Calgary, with my husband and two daughters. While I regularly travel to Calgary, I am also equipped to assist clients throughout Alberta and British Columbia, providing comprehensive financial guidance wherever it’s needed.

And here is the photo I keep forgetting to send in.  It can be obviously be cropped but wanted to send you the original.