Many of you know that over the years, I’ve worn a few different professional hats—from travel consulting to financial coaching—under one page. What most people don’t see is the behind-the-scenes work: helping clients with their financial wellness, guiding them through major decisions, and often having to refer them to other professionals to complete the process.
After 17 years in the financial services industry in various advisory and leadership roles, and completing my MBA in Financial Services, I realized it was time to bring everything together in one place, where I could fully support my clients from start to finish.
So I’m happy to share that I am now officially a Licensed Mortgage Broker in British Columbia, working with Be One Financial Group!
This transition allows me to offer more complete support for my clients—whether you’re working toward homeownership, refinancing to start the snowbird lifestyle, investing, or simply looking for clarity in your financial planning journey. Now, instead of sending you elsewhere, I can walk with you through the entire process myself.
Thank you to everyone who has trusted me with your finances, your dreams, and your big life decisions. I’m excited for this next chapter and truly honoured to continue serving you in an even more impactful way.
If you ever have questions about mortgages, holistic planning ahead, or building toward your goals, I’m always happy to chat.
Subscribe here: https://crm.mortgagegrp.com/LandingPage.aspx?9C8B9564B16A440A5AE0D6E54AF0944A
You Deserve Grace 
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