I'm a CFP® professional based in Winnipeg, and I'm lucky enough to work with Canadians across the country. I help people define what they value most, then build a plan that puts their money to work for it.
My path here was a bit unusual. It started when I began learning about investing. I knew nothing about finance, but the more I learned, the more it sparked a passion to keep learning, and to teach others what I was discovering.
Once I found out what the next steps were, that passion became a career change. In 2019 I joined Haven Wealth Management as a financial planner, and in 2023 I earned my CFP® certification. Since then, I've had the joy of helping Canadians make confident money decisions.
I still believe everyone should know most of what I know. Wherever life takes you, a solid foundation in financial literacy is essential. That's why the course, the calculators and the reading list here are free. Use them to build your own understanding, and if there's any way I can help, don't hesitate to reach out.
When we do work together, we start with you, not products. Before we talk about accounts or investments, we talk about what matters most to you. And because I'm independent, every recommendation is the best of what's possible for you, not the best one company happens to offer.
Who I work with
From uncertainty to clarity
I love working with people who want to improve their financial situation, whether that means tackling big goals like retirement or a major purchase, or getting on top of the day-to-day, like cash flow and budgeting.
It isn't about how much you earn or how much you have. My favourite clients are the ones who are as excited to work together as I am, where we can have genuine conversations and make real progress toward what matters most to them. Your financial future is too important to leave to chance, so instead of hoping it works out, let's make sure it's set up for success.
?UncertaintyLots of goals, no clear order
ValuesDefine what matters most
PlanMap out each goal and its trade-offs
ClarityConfident decisions and clear next steps
Problems I commonly solve
Am I on track for retirement?
How much home can I comfortably afford?
RRSP, TFSA or FHSA: where should my next dollar go?
How do I save for my kids' education?
Should I pay down debt or invest?
Do I have the right insurance?
Where is my money going each month?
How do I balance competing goals?
How I work
What you can expect
1
Values first
Every plan starts by defining your values. Your goals are built around them, so each recommendation has a clear reason behind it.
2
Independent advice
No single company's products to sell. Recommendations are limited only by what's best for you.
3
Plain language
No jargon and no fine print. You'll understand every recommendation and why it fits your situation.
4
Clear next steps
Every plan ends with a priority action list, so you always know exactly what to do first.
Credentials
Qualified, and held to a high standard
CFP®
CERTIFIED FINANCIAL PLANNER® certificationCanada's most recognized financial planning certification, granted by FP Canada. It requires extensive education, exams, experience and an ongoing commitment to ethics and continuing education.Verify my certification on FP Canada's directory ↗
LLQP
Licensed in life, accident and sickness insurance in ManitobaThat covers life, critical illness and disability insurance, so protecting what you've built is part of the plan. Outside Manitoba, I can refer you to trusted insurance professionals in your province.
Canada
Based in Manitoba, working across the countryWherever you live in Canada, your plan is built around Canadian accounts, taxes and rules.
Haven
With Haven Wealth Management since 2019I've been an independent financial planner with Haven Wealth Management since 2019, and I love being part of the team. I work directly with each client and build every plan myself.Visit Haven Wealth Management ↗
Let's talk about what matters to you
Start with the free course, try a calculator, or book a free, no-obligation Fit Call. In 15 to 30 minutes, we'll see if one of my services is a good fit.
