Services

Video meeting . 30 mins
FREE
Video meeting . 15 mins
FREE
Priority DM . 2 days reply
FREE
Video meeting . 15 mins
FREE
Video meeting . 30 mins
FREE

About me

I spent 12+ years as a Technology Product Manager before taking the leap to build my own financial advisory practice. With an MBA in Finance from UBC, I work with individuals and businesses on retirement planning, estate planning, and personal finance. Beyond finance, I genuinely enjoy connecting with people — whether that's a quick chat, career guidance for young professionals navigating their career, or helping someone prep for that big interview.