Being raised by both parents who are self-employed has taught me a lot about how business and taxes work. I started working in a family sporting goods business as a teenager with my dad for many years as well as owning and running other business ventures. It has taught me the importance of putting the clients needs first and the satisfaction of helping people in general. With my mom and sister being accountants and running an accounting firm, I have also learned a lot about tax laws and depending how you spend or save your money can be very different on the amount of taxes you pay.

I started with Freedom 55 Financial in 2007, my prior experiences have been a huge help in my career of being a CERTIFIED FINANCIAL PLANNER® professional. I love helping people and putting a solid plan in place to succeed at whatever goal is unique to them. I take pride in helping my clients build their wealth.. I believe many people are not taking advantage of proper financial planning, that helps minimize taxes. Although I feel it is fair to pay your share of taxes, I don’t feel you should overpay either. I take the time to work with anyone interested in meeting with me whether already successful or just ready to start the journey. Although personal planning is a big part of my practice, working with professionals and business owners is exciting for me. I love to hear how it all started, the challenges, success and the end goal. I find even when extensive planning has already been done, I can always bring a new idea to the table that brings more than enough value to not waste anyone’s time.

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.

The process I follow to create each plan includes:

• Gaining a clear understanding of my clients’ goals and dreams
• Analyzing their situation and identifying gaps
• Building a plan to help them achieve their short-term and long-term goals
• Reviewing their plan regularly to ensure it continues to meet their changing needs

I look forward to working together in helping you reach your goals.

The process I follow to create each plan includes:

• Gaining a clear understanding of my clients’ goals and dreams
• Analyzing their situation and identifying gaps
• Building a plan to help them achieve their short-term and long-term goals
• Reviewing their plan regularly to ensure it continues to meet their changing needs

I look forward to working together in helping you reach your goals.

Born and raised in Brandon, Manitoba, I’m invested in the success of this community and the people living in it. I’ve always been interested in the financial world, so joining Freedom 55 Financial was a great fit and a dream come true. At Freedom 55 Financial, your needs come first, even if you don’t know what those needs are yet. I’m here to guide you along the road to financial freedom.

I believe helping clients achieve their goals takes careful planning. Throughout your lifetime, financial emergencies, health crises and even premature death are possible, any of which could dramatically impact you and your family’s lifestyle and goals. A proper plan identifies these circumstances and help you prepare for them, regardless of where and when they might occur.

After time away from the industry I have returned as the Office Manager – Marketing Associate. I have a strong administrative background and a positive approach to our valued clients and their needs.

My presence strengthens our commitment to provide exceptional service and support in all aspects of our organization. I enjoy being part of the Belks Corporate Strategies Inc team.

When I am not in the office, I enjoy my home business selling metaphysical merchandise, jewelry making, knitting, reading, walking and spending time with my family and friends.