Advisor
Advisor
I joined the Alterna Wealth team as a Wealth Banker in January 2026. Prior to my current role, I spent a year as a Personal Banker with Alterna Savings and previous to this I worked in a Credit Union environment and also in Canadian Bank holding various roles including Personal Banking, Mortgage Specialist, and Financial Advisor. Over the past decade, I have developed deep expertise across the financial services landscape, supporting members through every stage of their financial journey from day to day banking to mortgage planning, investing, and long term wealth building. My diverse experience has strengthened my ability to deliver comprehensive, personalized financial guidance.
I am passionate about financial empowerment and helping members achieve their goals through thoughtful, holistic advice. I believe that financial literacy is foundational to financial freedom, and my purpose is to connect, educate, and guide individuals, families, and communities in making informed financial decisions whether they are preparing for retirement, funding education, or building generational wealth.
I hold a degree in Management Information Systems and Business Administration, along with a Certificate in Financial Services Advice and the Responsible Investment Specialist (RIS) certification.
Growing up in a family that values innovation, creativity, community involvement, and entrepreneurship shaped my commitment to giving back. I support community-focused small businesses and initiatives that promote connection, cultural creativity, and local economic growth. By sharing my skills in information technology, business, and finance, I strive to contribute meaningfully to community empowerment and the development of resilient, thriving local enterprises.
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Experience customized financial management built through integrity, ethics and responsibility. Together, we design strategies that preserve and grow your wealth tailored to your unique goals.