I’ve worked in financial services for over 27 years, but it wasn’t until 14 years ago—following a deeply personal family experience—that I truly understood the critical importance of Estate Planning. That moment opened my eyes to the value of having wills, trusts, and lasting powers of attorney in place. The birth of my beautiful daughter further deepened my commitment to helping others prepare for their family’s future. Today, I’m passionate about guiding my clients through the estate planning process, ensuring their loved ones are protected, their wishes are honoured, and their assets are passed on efficiently and with minimal tax implications.
Outside of work, I treasure time with my family and enjoy walking, tennis, and the challenge of a good game of chess.