Find a CEA

I am a licensed Insurance Agent, and I am also mutual fund licenced in Ontario.  My practice consists of many retirees and business owners and I am often asked for advice on estate and succession planning.

I am a financial professional passionate about empowering clients.  

Financial Planning

Retirement Planning

Insurance Planning

Own my own financial planning business. I am a CLU CHS and have 45 years experience of which 35 years were in sales. I think this course will definitely be a game changer when dealing with HNW clients

Whether you are planning for retirement, saving for post-secondary education for children and grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your most important financial goals.

Our team partners with our clients, investing our time to understand what is most important to you, your family, and your specific situation. We then use our established process to build out your personalized strategy. We work closely with our clients' tax preparers and legal team to ensure we are all aligned in our advice. Education of concepts and the why behind what we are doing promotes financial literacy for my clients.

My Edward Jones career began in 2006, as a Branch Office Administrator and progressing on to becoming a Financial Advisor in 2013. I plan on being in this career for the next 25 years to help my clients achieve their long term goals. Education is key in my business both for you as well as myself. I obtained my QAFP™ on January 1, 2020 and my CFP® on May 1, 2022.

Growing up in Shellbrook, a small community north of Saskatoon, I was very involved in music, 4-H and our Travel Club. I believe that being raised in a small town and bringing those values into my business allows me to treat every client like they are family.

When I am not in the office, I spend my time with my husband, Andrew, our sons Evans & Owen, and our families in Saskatoon and Shellbrook. We also have a seasonal site at Kipabiskau Regional Park where we enjoy camping, fishing, and boating. My other passion is travel. I have been to many places around the world and love to dive into the culture that presents itself around us.

Administrative Coordinator/Office Manager for Cemetery and church. 

Marketing background, sales, customer service, Have Board of directors experience, Health care experience, Counselling experience.

Insurance and Financial Planner.

My team and I work to create financially independent Canadians. Through the delivery of tailored insurance advice and professional investment management strategies, the team works closely with each client to enable them to realize their financial goals.

I am a holder of the CLU and CHS designation with a Life and Mutual Fund license. An Advocis member, with over 10+ years experience in the financial service and Insurance industry. Together with the support of Bardaro Financial Group and Co-operators Financial Services Inc's best-in-class tools and resources, I provide all my clients with comprehensive wealth management solutions and insurance plan's for peace of mind.

Specializing in:

• ESG and SRI products – Responsible Investment Strategies
• Wealth Management Solutions
• Financial and Estate Planning
• Retirement and Education Planning
• Intergenerational Wealth Transfer
• Insurance Solutions

When I am not helping my clients reach their retirement goals or protecting their insurable needs, I am spending time with my family, travelling with friends and trying new restaurants.

CFP, CLU, CHS, EPC

Financial Planner