St Thomas, Ontario, Canada
As a CFP® professional with 15+ years in financial services, I lead the Financial Planning function at Common Wealth Retirement, where I design and scale values-based advice models that make high-quality financial planning more accessible for Canadians. In my role as Senior Manager, Financial Planning, I translate business strategy into financial planning experiences, building service models, frameworks, and partnerships that support growth while protecting member outcomes. I work cross-functionally with Strategy, Product, Marketing, and Client Services to align planning delivery with business priorities, digital innovation, and long-term member engagement. I also bring deep experience supporting advisors and planning teams, helping them strengthen their planning practices, adopt technology, and deliver consistent, high-impact advice at scale. My expertise includes retirement and retirement income planning, tax planning, estate planning, cash flow planning, digital strategy, and strategic partnerships. Alongside building scalable models, I continue to work directly with group plan members across Canada through one-on-one guidance and educational initiatives, including webinars, tools, and resources designed to give members clarity, confidence, and control over their retirement journey.
As the founding member of the financial planning function at Common Wealth, I lead the development and delivery of a scalable, values-based advice model that empowers members to achieve clarity, confidence, and control over their retirement journey. In this hybrid strategic and client-facing role, I’m responsible for designing personalized financial planning services, delivering one-on-one guidance, and creating scalable education initiatives including webinars, tools, and content tailored to group plan members across Canada. I collaborate cross-functionally with Strategy, Product, Marketing, and Client Services to ensure the planning experience drives both member success and business growth. Through a flexible, tiered service model, my work supports members from all walks of life while partnering closely with Common Wealth’s national advisor network to enhance access, trust, and financial security at scale.
I specialize in assisting busy financial advisors and planners like you to deliver comprehensive financial plans to your clients without the hassle. In the fast-paced financial industry, it's crucial to offer holistic financial planning, but I understand that time constraints or comfort levels might hinder that. That's where I come in. As a seasoned financial planner with over 12 years of client-facing experience, I offer paraplanning services tailored to your needs. My service isn't just about creating financial plans; it's about creating value for your clients and driving revenue growth, referrals, and retention for you. Whether you need support in refining your existing planning process or want to establish a new practice, I provide customized plans using leading financial planning software like Conquest, NaviPlan, and PlanWorth. I'm driven by the requests and feedback from advisors I've worked with, which inspired me to start this business. And unlike traditional marketing approaches, I rely solely on referrals, ensuring a focus on quality and trust. Let's collaborate to elevate your practice and provide unparalleled value to your clients. Together, we can make financial planning not just a service, but an experience."
I'm a Financial Planner with a passion for shaping financial lives. Over the course of my 15-year career in the financial industry, I've had the privilege of serving clients in both retail banking environments, independent brokerages as well as training and supporting other financial planners, this experience is what led to my passion for advice only financial planning. I find immense satisfaction in guiding clients through the complexities of financial decisions, offering clarity and foresight to help them achieve their goals and make decisions. Most importantly to me, is being able to offer this advice in a model that aligns with my values by being unbiased and having the full flexibility to guide my clients in the direction that feels right for them without the worry of sales targets that other institutions are well known for. What truly drives me is the opportunity to build lasting relationships with my clients. I have a unique ability to demystify complex financial strategies that are not only understandable but actionable that leave clients feeling empowered by planning. I also place significant importance on continuous learning. I am constantly researching new ideas and changes within the financial industry and expanding my knowledge to be able to share it with others.
In my role as a pivotal member of the Wealth Planning Services team at Manulife, I demonstrated a keen ability to problem-solve and analyze, investigate issues at their core and communicate effectively across diverse channels. From supporting advisors and their clients to conducting meticulous software testing and providing ongoing training, I've played a crucial role in ensuring the smooth deployment of Wealth Planning Software features. My motivation stems from the opportunity to learn, grow and collaborate with others in the financial industry. My positive impact during my time at Manulife can be proven from the many recommendations and referrals from previous colleagues.
In my past role as a Relationship Manager and Financial Planner at RBC, I successfully managed significant assets for clients, implementing tailored investment strategies and ensuring a comprehensive approach to financial planning. My responsibilities extended beyond traditional asset management, as I collaborated closely with clients to analyze their financial situations, assess risk tolerance, and formulate personalized roadmaps to achieve their long-term goals. Throughout my tenure, effective communication played a pivotal role in building strong client relationships, enabling me to gain insights into their evolving needs and deliver proactive advice. I remained vigilant about staying informed on market trends, economic developments, and regulatory changes, ensuring that I provided timely and well-informed guidance. In essence, my contribution to RBC involved combining financial acumen, interpersonal skills, and a commitment to client success within the framework of the bank's financial services.