When people don’t have a financial or retirement plan, it can be difficult for them to reach their goals. My great passion is helping people feel secure with their financial situations. I help my clients by taking a look at where they are now and where they want to be. I then develop a plan to help them achieve their dreams so they can feel at peace.
I listen to what really matters to my clients and make them feel comfortable by answering all of their questions. I know that no single approach is the right one for every individual, family or business, so every client receives a customized plan for their personal situation. I have earned my Certified Financial Planning designation and have completed a Business Owners Specialist course in order to provide my clients with the utmost professionalism.
Outside of my work, my husband and I spend time with our children and grandchildren. We love living in Saskatoon and have been involved in this vibrant community for more than 35 years. When I’m not spending time with family, you can find me cheering for the Saskatchewan Roughriders, curling, golfing, or walking.
I am motivated and inspired by being around people and am always pleased to make new connections. Please feel free to contact me at firstname.lastname@example.org anytime.