My Story

I stepped into the financial services world at 16, following a long family tradition in banking. My early years at the Bank of Montreal taught me the foundations of client service, financial literacy, and what it means to support people through important decisions.

 

After university, I returned to BMO in a full‑time role, but I soon realized I wanted a career with a deeper focus on people, protection, and long‑term planning. In 2007, I made the shift into insurance and risk management, a decision that aligned perfectly with my strengths and values.

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Since then, I’ve dedicated my work to helping families, entrepreneurs, and business owners protect what matters most. I’ve seen how the right strategy can create stability, reduce stress, and give people the confidence to move forward. That’s what drives me every day.

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My path wasn’t linear, but it was intentional. Every step, from banking to benefits to risk management, shaped the advisor I am today: someone who brings clarity, compassion, and practical insight to every conversation.

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