Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Senior Wealth Advisor & Senior Portfolio Manager
I am a founding member of iii Global Wealth and am actively engaged as the lead in our Investment Team where I make decisions on the capital allocations of the proprietary models that we manage. I am devoted to helping clients understand their risks, opportunities and market trends and I am honoured to navigate the markets with them.
Helping our clients and families preserve and grow wealth in every aspect is incredibly important to me. We are right beside our clients every step of the way as they transition through life. Our iii of iii Global Wealth stands for investing in inclusivity which means that every person is deserving of a Wealth Plan no matter how much wealth they have or stage of life they are in.
What I enjoy the most is connecting with our clients. Making a difference, a positive impact means so much. Having a special focus and intention with our responsibilities invites connection and collaboration. It is an honour being the first point of contact for financial priorities with our clients. To be of service in an impactful way truly means so much.
I grew up in Fernie, BC and love the outdoors! I am very involved in the wellness community and have a devoted yoga and pilates practice. I like the balance of yin and yang and enjoy adrenaline sports and adventures! I spend time with my husband and our fur-family, an Australian Shepherd dog named Avy and a Tuxedo cat named Kat!
Senior Wealth Advisor & Portfolio Manager
I take a proactive approach as a founding member and lead in the Investment Team of iii Global Wealth. I am responsible for the family office experience of our practice, helping to guide how we integrate tax, investment management and estate planning. I was drawn to the investment industry at a very young age and have devoted my career to helping families understand the tax implications of investing by providing solutions that work well with their financial plans.
The transition of wealth for the various life stages of our clients, their families and those important to them is of utmost importance in our approach. We are mindful of each of our clients’ needs and are incredibly honoured to provide our comprehensive iii Global Wealth family office experience by integrating investment, taxation, financial planning, insurance, and estate solutions.
I was born and raised in Lethbridge, Alberta and proudly call it my home. I enjoy my dog Rolo who is a handful! I like to be active, walking, playing squash and spending time with those important to me, people in my community and childhood friends.
Investment Associate
I take a balanced approach as a founding member and lead of our Investment Team for iii Global Wealth. Our practice has longevity, and we work with our clients and those important to them. With this, I am the leader behind the next generation of our iii Global Wealth families where my goal is to provide personal, client-centric service to our clients and their families. I want to ensure that all family members have a plan in place to reach their goals, dreams and desires.
Our iii Global Wealth priority is working beside our clients to assess and preserve their financial health, discussing goals and current risks, and then creating a plan that will help them achieve their objectives.
I team up with Garth Bluekens to help our clients to reach their financial goals, and I also team up with Laurel Marie Hickey to navigate market changes, so that the core of their Wealth Plan is in place.
I love the business and consider it to be like a marathon. I have 30 years ahead of me!
I was born and raised in Calgary, Alberta but studied abroad before I began my career with iii Global Wealth. Away from the office, I like to travel, spend time with friends and family, and run half marathons with a goal of a full marathon in my future.
Associate
I am so happy to be a founding member of iii Global Wealth. My team strives to empower our clients to participate in achieving their financial goals. I really enjoy getting to know our clients very well which is an incredibly fulfilling aspect of my career. I lead the administration on my team, ensuring that our clients are fully supported.
I was born and raised in Lethbridge, Alberta and I’m happiest doing anything outdoors. I like to play soccer and spend time with my family hiking, fishing and camping.
