I began my career as a representative of Money Concepts in February 1991, having successfully completed both a Mutual Funds and an Insurance license. After four years of experience in the industry and successfully completing a series of courses, I earned the Certified Financial Planner® (CFP) designation in July 1995. Since then I have helped families achieve their goals using the DREAMS process. With Money Concepts I was named to the well-regarded President's Club.
I have an excellent support team in the Orangeville office and through our mutual fund dealer, Investia Financial Services Inc. As a CFP, I am committed to continuing education to keep up-to-date on changes in the industry in order to provide current information to my clients. I am a founding member of the Greater Dufferin Area Estate Planning Council and served on the Executive for the first two years of the council's existence.
Building strong personal relationships with my clients is important in order to help them succeed. I have lived in Mono since the fall of 1987 with my husband and two daughters. We are active members and volunteers of the Orangeville Curling Club and Belwood Lake Sailing Club as well as being involved with our daughters' school community.
My personal goal, as your advisor, is to give you comfort by taking steps that will allow you to achieve your goals with minimal risk using tax-efficient accumulation.
Contact me today to begin the process toward reaching your financial goals in a way that works for you.