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Account Executive, Investments, Empire Life.

I am a freelance Paralegal with over 26 years experience.  I have a passion for guiding families and friends when a loved one has passed.   My goal is to ease the burden and help executors navigate their way through the administration process.   I offer impartial, focused, communicative guidance and support to executors including hands on preparation of applications needed to administer any estate.   I also have a network of professionals that I can call upon in the event complex matters arise.    

Heir locating is my specialty and I have assisted executors find heirs across the globe.  

Additionally, I am passionate about pre-planning and feel estate planning should be accessible and affordable therefore I have co-created "Make Your Own Wills".  A website offering a plethora of estate planning guidance and the ability for the user to make their own estate planning documents utilizing a simple questionnaire.  

I am also a Commissioner for Oaths.  

I help individuals, families and business owners with holistic financial planning. I teach various ways to build their investment portfolios, protect their life and assets so that they can be closer to achieving their financial goals.

 first became interested in Finance when I started investing in the Shanghai/Shenzhen Stock Exchange in 1996 in China. To further improve my financial and investment expertise, I obtained my bachelor degree in Commerce with High Distinction from the University of Toronto in 2005. After graduation I worked for various accounting firms including KPMG where I obtained enormous experience in financial and tax planning including personal, corporation, and income trust. I obtained my Chartered Accountant designation in 2009 and I also currently hold the CPA designation.

Driven by my strong interest in financial investment, I joined Edward Jones in 2016. As a financial advisor, I help my clients mitigate their risk and protect their hard-earned money while working together to grow it. I seek to bring investment, insurance, education, retirement, estate and tax planning strategies into one financial plan that helps my clients achieve their long-term goals.

My goal is to work, build and deepen relationships with my clients who appreciate the excellent service and advice that I provide. I perform regular check-ups with clients for good financial health. Performance monitoring and maintaining an asset allocation in line with your changing profile is central to my role. I will keep you informed of progress toward your goals to ensure you will always have enough and everything will be okay.

I believe education is very important and our team regularly hosts seminars that educate and inspire women, seniors, business owners and their families.

I help my clients plan for today and also for the future

Gordon's is an integrated real estate and transition company, specializing in customers who are settling an estate or downsizing. 

I am a comprehensive Financial Planner and a Divorce Specialist as well as a CLU (estate Planner).  I provide advice for a fee.  In additional I hold a license with the MFDA and the Insurance Council and sell products when I am engaged to do so and when they are appropriate. When i work with long term clients I manage assets and ensure they are properly insured based on their goals. When our clients die we help guide their executors in settling our client's estate.