Comprehensive goals-based retirement and estate planning. We offer fee-only relationships with clients who want a permanent Certified Financial Planner and we offer a flexible hourly model for those who want to implement their plans themselves. We eliminate any conflicts of interest inherent in the traditional financial advice industry in Canada by partnering with a variety of Portfolio Managers based purely on their merits. This model allows for maximum transparency in costs for clients without being tied to one investment manager.

Built a community of professionals that has produced over $3,000,000 in closed business between 20 members in the last year. Interviewed applicants and trained new members on networking and marketing strategies for their business. Lead the team of visitor hosts, managing guest enrollment and sign-in, room setup and follow up with each guest.

Investors Group is a full service financial management company. I provide comprehensive plans to clients which address taxation, insurance, retirement, estate and investment planning. My first priority is making sure that I understand who clients are and what they want out of life, and then using that knowledge to provide a plan that makes a positive difference in their lives.

Served 3 years as Co-Vice President and Treasurer. In that time, developed processes and systems to allow for simpler planning, deployment and tracking of programs. Reviewed financial statements to ensure compliance with best-practices and financial sustainability of the organization. Held roles in various committees including : Fundraising, Finance, Personnel and Strategic Planning.

Oversee a team of Relationship Managers with a mandate to develop relationships with Vancouver's Engineering and Professional Services corporations. Developed a relationship building process and workflows to allow for a structured and sustainable outreach program. Strategic planning around which companies and organizations to target and how to achieve a set of specific outcomes in our relationships with them.

Developed customized data-driven web solutions for businesses and associations. Planned and implemented long term web presence initiatives. Assisted companies in defining important outcomes as they related to online marketing and advertising.

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