Choosing the right investment solutions can be a challenge. With so many options out there, how can you be sure which ones are right for you? If you’re looking for some sound advice, it’s time to speak to a Meridian wealth management professional.
What makes us different?
To really get an idea of what makes us different, you’ll have to experience it for yourself. What you’ll quickly discover, like all of our Members have, is that our goal is to find the right investment solutions for you - not us! To make sure that we do, we will sit down with you, listen to what you want to accomplish and learn about your dreams. From there, we help you map out a plan to get you where you want to go—with the right mix of investment solutions that best suit your distinct needs.
Work with a trusted, knowledgeable advisor.
Whatever your understanding of investing may be, we can shed some light on the finer details. That’s critical because when you’re armed with the right information, you don’t have to cross your fingers in the hopes that you’ve made the right choice. We provide you with upfront, unbiased advice, so you can be rest assured that we recommend solutions that focus on your best interests.
When it’s time to get serious about investing your hard-earned money, we’d love to sit down and talk, discover where you want to go, and together create a solid plan to get you there.
Everyone’s financial goals and dreams are different, and I keep this in mind when providing financial planning advice. Your economic and life goals are unique and a tailored plan is essential to your financial success! Whether you are planning for retirement, the purchase of a cottage or leaving an estate for your loved ones, a personalized plan is critical in today’s economic climate.
I have 21 years of experience in the financial industry and, as your Senior Wealth Advisor, I keep my skills current with today’s ever-changing markets. I have completed the Canadian Securities Course® (CSC), and received my Registered Retirement Consultant® (RRC), Personal Financial Planner® (PFP) and Certified Financial Planner® (CFP) designations. I have gained experience and knowledge that equips me to better advise Members on how to achieve their financial goals. In the event of unforeseen circumstances, my Members have the peace of mind of knowing they and those they care most about will be looked after.
I am passionate about working and living in our wonderful community of Niagara. Neighbourhood banking allows you to spend time with your loved ones while remaining confident your financial plan is in place. I live in Fonthill with my family and enjoy our local Pelham hockey, soccer and fundraising events that give back to our wonderful community.
With over 26 years’ experience in the financial services industry and access to the highestquality products and financial planning tools, I am able to offer the strong professional advice that helps you and your family achieve any financial goal you may have, whether it is purchasing a home, saving for your child’s education or retiring comfortably.
I will work with you to build a personalized financial plan that will be tailored to you based on your risk profile, investment objectives and time horizon. We will review it on an ongoing basis and make any necessary adjustments along the way to ensure you are on track to achieve your stated goals. My Personal Financial Planner (PFP) designation combined with a strong commitment to continuous learning and staying on top of financial industry news allows me to provide you with up-to-date financial planning advice.
As part of the Meridian team, I am a firm believer in community involvement and support. I live in Fonthill and enjoy giving back to our community by participating in local events throughout the year. I also enjoy traveling and spending time with my husband and two daughters, as well as my extended family and friends.
As a Meridian Wealth Advisor and your neighbour, I look forward to talking to you about how I can help you realize your investment goals.