About
Born and raised in Victoria, I have
been actively working in the financial services industry for over 22 years. I am versed in the relevant areas of
financial planning, investment and tax. With my diverse financial experience I provide the wisdom to help clients
make good financial decisions. I am continuously expanding my knowledge of the ever-changing financial industry and
markets. I hold my credentials from the Canadian Securities Institute, my Personal Fianancial Planning designation,
Financial Management Advisor (FMA) and Fellowship of the CSI (FCSI).
My loyalty, wisdom and integrity
ensure that relationships are built on trust and commitment to preserving and enhancing my clients'
wealth.
With the support of Manulife
Securities' financial strength, advanced technology, and our breadth of global and local knowledge and products, I
offer a total financial relationship based on recommendations that are consistent with my clients, short and
long-term goals, financial circumstances and individual risk tolerances.
As a former Marathon runner, I still
enjoy running. I also enjoy skiing, curling, baseball and golfing. My greatest love is my family and friends and I
am an avid supporter of family community events.
Disclaimer: Any amount that is
allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in
value. Exceeding the withdrawal thresholds may have a negative impact on
future payments. Age restrictions apply to the Lifetime Withdrawal Amount. ‘You never lose the money you
invest’ refers to the contractual return of principal by periodic payments. Other conditions may apply. The
Manufacturers Life Insurance Company is the sole issuer of the Manulife GIF Select insurance contract and the
guarantor of any guarantee provisions therein. GIF Select, IncomePlus, Manulife and the block design are
registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and
its affiliates including Manulife Financial
Corporation |