Member notice:Please be advised that our Okanagan branches will be closing early on April 24. Vernon and Penticton branches will close at 3 pm and Kelowna branches at 4 pm. Please contact our Member Service Centre at 1 888 440 4480 if you require assistance. We apologize for any inconvenience this may cause.
Learn more about my approach and relationship style with clients
I work closely with our members to reach their unique financial goals and plan for the future while covering topics that include:
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
I have more than 18 years of experience in financial services. I am both a Personal Financial Planner (PFP) and Responsible Investment Specialist (RIS) and I enjoy building new relationships and working with members from all walks of life. I prioritize open communication with members and celebrate their successes alongside them.