Certified Financial Planner®
Investment Funds Advisor – Investia Financial Services Inc.
I have been a long-time resident of Dufferin County where I have lived with my husband and two children. Raised on a farm in Mulmur Township north of Shelburne, I believe that communities are built on the actions of individuals who contribute to the well-being of our community on an on-going basis. I have enjoyed serving my community and sitting on several local boards including those of the Grand Valley Public Library and Dufferin County Museum.
I earned my Business Administration Diploma from Georgian College in Barrie. I joined the Lismar Financial office in 2007. Through my experience, I have gained knowledge and insight into the Financial Services Industry and understand how to truly help my clients achieve their financial objectives. I attained my Mutual Fund license in 2007 and Life Insurance license in 2008 and was recognized for the high-level designation of Certified Financial Planner® (CFP) in 2012, an accomplishment I am very proud of.
I adhere to a high standard of customer service and integrity. I strive to maintain and build upon the service excellence the Orangeville Lismar Financial clients have grown accustomed to.
“My goal, through a high standard of competence, is to assist in the achievement of financial goals through education and planning that provide families and individuals peace of mind.”
As a Financial Advisor with Investia, I am free to offer recommendations from an array of outstanding financial products from Canada’s leading financial institutions.
