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