Working with Weathterra Capital Management Inc. as my Exempt Market Dealer.
Working with Wealthink Financial Serivces Inc. as my Managing General Agency
Dedicated to Helping you put all the pieces together
along the road of life.
A financial, cash flow or debt reduction plan must reflect the stage of life that you are in: whether purchasing a first home, financing a child's college education, requiring income or planning for retirement. A plan must reflect its owner's personal or business situation, & highlight those financial products that are more suitable. Any plan must also be continually reviewed to measure its achievements against stated goals & ensure the you are comfortable that everything is moving forward according to your goals and plans.
As a licensed Independent Insurance Agent, I look to work with successful small & medium business owners/entrepreneurs and families in the Okanagan Area.
My family has been in the Okanagan for the past 18 years, prior to that, born and raised in the Lower mainland of BC, My husband and I are raising 3 wonderful boys together. We are involved and active in our beautiful community.
If you have any questions about your plan or about specific financial products or strategies, contact me. I will set up a time to have a twenty minute introduction meeting to review your needs, provide you with free insurance quotes & address any questions you may have.
Everyone's life situation is unique, and I keep that in mind when providing Financial advice. I believe that building honest & integrity based relationships, along with dedicated personalized concierge service are essential when matching clients with the right financial products & services.
As an Insurance Broker for the last 11 years I am dedicated to learning about your personal goals. Together we will use them to build financial strategies focused on your specific needs.