I am a financial advisor who was recruited in 1996 by London Life after completing college. I believe that financial planning is about more than just a piece of good advice or investment returns. It’s all about providing the guidance that people can trust on. I can proudly say that I have some great experience and skills in this field. As a reward of my hard work and dedication, I was also qualified for the Elite 30 conference, a conference for top advisors in the insurance and investment industry.
I believe that getting education related to it is important. My academic background includes all the courses and certifications that are required to be a good financial advisor. I went to the college to study accounting diploma and I also got my life licensed qualification program the Canadian Association of Insurance and Financial Advisors and I have done continuing education credits to keep licensing. Along with these things, I just recently completed Introduction to Tax Preparation course from the Knowledge bureau.
Along with being a financial advisor I like to play hockey, golf and go for hunting. These things are my hobbies that I mostly do in my leisure time. I have an amazing family as I am happily married with five children.
I’m the assistant to Shayne Smith with the goal of providing excellent client service on a daily basis.
My background is in accounting and financial services with over 20 years of experience. I’m a licenced AICPA (American Institute of Certified Public Accountants) under State of Washington Accounting Board, and specializing in U.S. accounting & taxation.
I completed fundamental Canadian income tax courses and am currently working on advanced tax training.
In my spare time, I love traveling and am a member of the Women’s travel club.
I recently moved to Canada in 2018 and truly enjoy living in friendly Manitoba.
During my 20+ years of working in the Social Services field, I developed my interest in personal finance by volunteering with the Community Volunteering Income Tax Program to help low income and recent immigrants with receiving their entitled benefits and credits.
I went back to school to obtain my Distinguished Master Advisor designation specializing in personal tax services with Knowledge Bureau where I increased my knowledge and skills in professional income tax filing, proprietorship returns, and T3 trust tax returns.
I am the office manager at our Liberty Tax location and an assistant with L.S. Smith & Associates with the goal to provide excellent customer to individuals from all stages in their financial health journey.
Outside of my career, I enjoy creating with a variety of mediums such as paper and wood, along with doing renovation projects. I like to relax on my patio with a cup of coffee from local roasters and watching the variety of birds at my feeders.
