Business details
Description
Before joining Freedom 55 Financial and Quadrus Investment Services Ltd., I worked for seven years in the credit counseling industry. I graduated from the University of Victoria with distinction, receiving my Bachelors degree in Economics.
I offer a holistic approach to financial security planning, and focus on helping my clients meet and exceed their financial goals. This includes investing from the basics to complex strategies, risk management (including life, disability and critical illness insurance), and tax reduction strategies.
In my spare time, I can be found in a yoga studio, dance class, or leading a group of Girl Guides on a weekend adventure.
