Our Mission is to help you solve your future problems BEFORE they happen. We believe that life is a journey to be enjoyed and not a race to be finished.
• Your personal and business information will be kept confidential.
• Your interests are paramount.
• Each of you is an individual so you deserve an individual plan suited to your needs.
• We have no “quotas” or “goals” so we work at getting you what products are BEST for you from the best sources.
Partner
Along with my husband Michael, I have resided in Manotick since 2002. I graduated with a Bachelor of Social Work degree with Honours. I have had a successful international social work career in both New Zealand and the USA which I loved. I have enjoyed raising my three beautiful children. I consider it a blessing to be able to work alongside my father in the Financial Industry. I earned my Full Life Licence in May 2011. My involvement in the community has included serving on the Board of Directors for the Manotick Co-operative Nursery School for five years, volunteering in my children’s school, Managing my children’s hockey teams and co-ordinating the Manotick Neighbourhood Watch Program with Michael. I feel that my varied skill base serves me well in hearing what you, the client, is saying and in helping you customize and prioritize a plan to meet your changing needs.