Certified in Financial Planning | Trust & Estate Planning
With over 20 years of experience in wealth management, financial planning, and sales leadership, I am passionate about helping people achieve their financial and professional goals through the lens of soulful wisdom. As a CEO with my own financial practice, I provide strategic direction, coaching, and support to aspiring and experienced leaders, financial advisors, planners, and consultants who want to evolve their practice by trusting their instincts, executing on their goals in ways that are aligned, and servicing their clients or teams in a collaborative way.
I also leverage my expertise and insights as a part-time professor at George Brown College, where I teach courses on financial planning and insurance. I hold the Certified Financial Planner (CFP) and Trust and Estate Planner (TEP) designations, as well as the Kolbe Certified™ Consultant certification. I am a relationship-focused, visionary, and collaborative leader who believes in making a positive impact and creating partnerships at all levels.