We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning; it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
|Office:||519-371-7066 ext. 511|
I have one passion and one purpose, and that is to bring to your life all the expertise and professional advice possible to assist you in achieving your goals, your dreams and the life that you want for yourself and those people in your life that you hold most dear.
I believe that the greatest value I offer is the time taken to develop a close relationship with you. Understanding your current position in life and working closely with you in developing your plans for success. Focused attention on service excellence and consistently building on your client care experience.
Nearly 40 years of experience and professional accreditation provide you with a solid foundation of expertise to unravel the complexities of the world of finance and make it real for you. The work begins with having the opportunity to work with you, focusing on you, your family or your business. After all, it is your life and you need real solutions.
In my free time, I enjoy relaxing with my family, my wife, daughters, grandchildren and our friends. I am also involved in our church, community and enjoy time at home on landscape work, building, renovating, wood working or restoring an old boat.
I take the complexities out of personal finance and help people define thier personal and financial goals. These are the first steps to a persons financial freedom and security.
Want less stress? Want to build your wealth and lower your risk? Want to have a smaller mortgage payment or pay off the house sooner? Want to buy a cottage or put the kids through school?
I have worked with London Life for 7 years starting at the Client Service Centre for London Life then for Great West Life. I then moved to Owen Sound from London with my husband and continued my career with London Life. I have been a member of the team here in Owen Sound for 3 years. First as administrative assistant and more recently as Marketing Associate.
My husband and I welcomed a beautiful baby daughter to the world in September 2013. I really enjoy cooking as I am a red seal trained chef. I also use my spare time to read, ski and hike in the beautiful Georgian Bay Area.
When specialized expertise is required, we have access through Freedom 55 Financial to a team of professionals in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial security planning.