As the President and principal advisor of Sheppard Financial Services, I develop financial strategies with my clients in order to efficiently maximize their resources and plan for the various stages of their financial life cycle. I work with high net worth clients that require attention navigating their retirement and estate planning. I also work with professional members of the health and wellness community, including Chiropractic Doctors and Surgeons. As well, I specialize in creating investment and insurance solutions for small business owners. More specifically, I help small business owners transition their businesses from a sole proprietorship to a corporation. I can help you determine whether it makes sense for you to incorporate now, and if not, when. I love having this conversation, so let me know if you’re interested in chatting about your business.The mission of Sheppard Financial Services Inc. is to add value to our clients' portfolios by providing them with the education, financial strategies, and tools necessary to achieve their dreams.

As a top performing Sun Life Advisor, I work with clients to help them develop a financial plan that matches their goals and risk tolerance. I understand that the relationship between a Financial Advisor and client is rooted in trust, which is built on clear communication, transparency and quality advice.

I earned my International MBA, with Asia-Pacific as my global region of concentration and Mandarin Chinese as my second language.

Running a bar requires you to wear many hats; from making sure the toilets were clean to DJing on Saturday nights. You work so hard to make your money but at the en do f the day it doesn't matter how much you make, it matters how much you keep!

I trained individuals how to teach English as a second language effectively.