Independent Wealth & Financial Educator
MBA | Licensed Insurance Agent | Mutual Fund Advisor | Investor | Former Engineer | Mother | Ironman Triathlete | Business Owner | Passionate Learner | Nature lover | Vegan | Neat Freak | Music Lover | Dog Owner & Lover
I am here to help people talk about money, wealth and the strategic power of financial tools.
And I am also here to help aspiring entrepreneurs build a strong, stable and financial career teaching others how to talk to about money, wealth and the strategic power of financial tools.
I am here to:
> give more people an easier opportunity to talk about money, wealth, insurance and to ask the questions they have been afraid to ask out loud or to confidentially explore.
> train and educate aspiring financial career professionals who find themselves wanting to help people with their money, wealth and insurance mindset.
Consumers: People who are curious about how to build and protect their wealth but don't want to be "sold" to.
Aspiring Future Financial Career Professional(s): People who are interested in building a business or becoming an agent helping people in the financial industry.
Industry trends, insights, observations & opinions
My salary, rates, income & benefits
My biggest challenges, successes, failures & lessons learned
What success means to me
How I got to where I am today
What it is like working for my company & why I chose to work there
Recommendations for anyone entering my career or industry
Recommended books, articles, blogs, conferences, tools, apps, etc.
Issues I care most about right now and why
My values, beliefs, philosophies and/or political views
> 140 happy clients and counting
> I am really good at helping women assess where they are and where they could be, financially
> I am SUPER easy to talk to (or so says my dog)
> I am a big believer in sharing the financial strategies and knowledge I have gained with others
> I believe that financial literacy is at the foundation of social sustainability.
I'm a former Engineer, Queen's MBA Grad, and took the Canadian Securities Course before deciding to build a business in personal financial advising. Why leave Engineering, people ask me (all the time).
The truth is, I was frustrated that I didn't feel confident in making financial decisions, and felt like it was all a bit of a mystery. So, I rolled up my sleeves and jumped into the industry to "do it myself."