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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 Chartered Financial Planner^®, CLU® and CHS™ designation with a Life and Mutual Fund license. An Advocis member, with over 20+ 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 and travelling with friends. 

CFP, CLU, CHS, EPC

Financial Planner

I am a solicitor in Squamish and Whistler, British Columbia.  I practice primarily in the areas of real estate, wills and estates, and corporate law.  I have been practicing in wills and estates for over 10 years, and I am a member in good standing of the Society of Trust and Estate Practitioners (TEP designation).  

Race and Company LLP has served the Sea to Sky area for over 50 years.  We are proud to have grown alongside the local community.