Find a CEA

As Co-founder of The Empowered Estate, I bring over
20 years of experience as a legal administrator specializing in Wills &
Estates and Real Estate. I’ve seen firsthand how navigating the complexities of
estate administration can strain families and leave executors overwhelmed.
That’s why I’m passionate about creating a holistic approach to executor
support that empowers individuals who take on this responsibility to do so with
confidence and clarity.

I offer practical tools and thoughtful resources to help
executors and families work together harmoniously. My mission is to shift the
narrative around estate administration from one of stress and conflict to one
of preparation, communication, and trust.

Together with my business partner, a funeral director and
death doula, we combine our professional expertise with a family-focused
perspective to address not just the technical, but also the emotional and
relational aspects of end of life planning.

As a Wealth Management Strategist, I work with families and professionals to develop a clearly-focused picture of your financial life that guides you to accomplish your goals in a manner consistent with who you are and the resources you control. I discern the best options available for each unique client situation by applying my 10+ years of experience in estate design, risk management, tax efficiency, and government benefits.

Veteran Financial Advisor PFP designation, 27 years with Edward Jones....helping families with a farming background with their particular financial strategies..finding out what important to them and finding a way to get there

Welcome to the journey toward financial freedom! With over 15 years of experience in the financial services industry, I'm here to guide you with a gentle hand and a genuine connection.

As an Edward Jones financial advisor and a Certified Estate (CEA®) and Master Financial - Philanthropy (MFA-P™) professional, inclusivity and connection are fundamental to my approach. I believe in taking the time to understand your unique goals and dreams before charting a personalized financial strategy tailored just for you.

My personal journey as a two-time cancer survivor has instilled in me a deep appreciation for life's challenges and the importance of a holistic approach to all aspects of well-being, including finances.

Backed by the resources of Edward Jones, I offer unwavering support to help you navigate the complexities of managing your finances. Together, we'll transform any financial concerns into a roadmap for success, revisiting your plan regularly to ensure it aligns with your evolving goals and vision for the future.

My commitment to you goes beyond mere numbers—it's about transforming financial uncertainty into confidence. Let's start this journey together with a simple step—reach out to me via phone or email, and let's create a brighter financial future, together.

I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management where I spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that I gained invaluable experience on what it takes to be a successful advisor. I appreciate the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.

After 10 years supporting GTA based advisors with timely investment recommendations, I made the decision to become a financial advisor and became a partner at Brandon Lindsay Insurance Agencies Ltd. Brandon Lindsay was founded in 1982, and is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions servicing clients across Canada.

Graduate of University of Windsor School of Law

* Member of Law Society of Ontario; 

* Certificate in Dispute resolution from Osgoode Law School

*LL.M (ADR) Osgoode Law School

* Chartered Mediator by ADR Institute of Canada. Mediation of all types of disputes

*  Certificate in Elder Law Osgoode Law School

* Extensive experience in Wills, Estates, Powers of Attorney 

* Family and Elder Law Mediation