
Member Bio
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I am passionate about helping Canadians build confidence in their personal finances and make informed, empowered decisions. I specialize in cross-border financial planning for individuals navigating life between the U.S. and Canada, offering personalized strategies to address their unique and often complex needs.
-- Cross Border Experience --
As a Chartered Retirement Planning Counselor™ (CRPC®) with US-specific designation and a Certified Financial Planner (CFP®) in Canada, I am uniquely positioned to help clients navigate the friction points of cross-border financial lives. I have been helping cross border Canadians navigate their unique complexities since 2018.
-- My Personal Situation --
I currently call Tasmania, Australia home with my Australian husband and our fluffy cat, Jello. Despite the distance from Canada, I continue to work closely with Canadians — mostly after Canadian business hours. Many clients love the convenience of meeting in the evening, whether it's after work or once the kids are in bed. I stay well-connected and informed, devouring Canadian financial news, industry updates, and webinars daily to ensure I'm always up to date.
When I'm not working, you'll likely find me hiking one of Tassie's stunning trails or volunteering at the local Migrant Resource Centre, where I support new Australians through the humanitarian settlement program.