Biography
Honest. Approachable. Dedicated.
My commitment to helping others contributes to the quality of my relationships with people. From organizing charitable events for the Heart and Stroke Foundation of Ontario, Bust a Move for Breast Cancer, Nordic Walk for Cancer Survivorship to having been a small business owner, I have always prided myself on being honest, approachable, and dedicated.
As a financial services advisor, I anticipate and adapt to the changing needs of my clients – to advise them through all the bumps and curves life offers.
Always Learning:
To stay on top of my game in this ever-changing industry, I'm always learning – new product features, new wealth creation strategies, new ways to protect my clients' assets. A month has never passed me by where I'm not in a meeting room learning about new financial opportunities for my clients!
I graduated from the University of Ottawa with a Bachelor of Arts degree in Sociology. I am a licensed Life and Health Insurance and Investment Fund Advisor in the Province of Ontario.
Expert Support:
We are all expertly supported by a team of administrative, technical and underwriting specialists whose expertise and experience form the solid foundation of the century of excellence that is Desjardins Financial Security. Such support allows me to focus on building lifetime relationships with my clients. If there's something that I don't know, someone down the hall from me will.
We have a professional and community-minded office – many of us are lifelong Ottawa residents. You'll routinely see us out supporting the various fund-raising walks and runs.
What You Can Expect:
If you like straight-forward, no nonsense advice on how to best improve your financial situation, then you've come to the right person. I know when to listen and when to talk, and before we do anything, we have to get talking. And talking.
Let's face it; a big component of our relationship with money is emotional and personal, and I would like to know each and every one of my clients personally – by way of my always polite inquisitive questions - so I can help.
That's the bottom line.