Plan Smart Today. Live Better Tomorrow.
Senior Wealth Planner/CEO
With over 17 years of expertise in the financial services sector, I am a dedicated independent advisor committed to guiding professionals and business owners toward long-term financial fitness. My practice is built on the belief that true wealth management is not just about product selection, but about clarifying your vision and engineering a strategic roadmap to achieve it.
As a business owner myself, I understand the complexities of balancing professional growth with personal security. I specialize in providing expert oversight on investment strategies, retirement planning, and comprehensive estate protection, ensuring my clients have the freedom to pursue their passions without financial uncertainty.
Beyond my professional practice, I am deeply rooted in the Calgary community. Having spent years building relationships within the city’s vibrant business and social circles, I possess a unique understanding of our local economy and the resilient spirit of Calgarians. I believe in the power of local partnership and am actively involved in the cultural fabric that makes this city a premier place to live and work.
My approach is centered on a steadfast partnership, providing the accountability and insight needed to see your plan through to fruition. Outside the office, you can find me engaging with the community on the local tennis and golf courts, or exploring the natural beauty of the Rockies that sit right in our backyard.
Business Development Manger
With over a decade of experience in the Canadian insurance industry, I have collaborated with diverse advisors and distribution channels to master the landscape of risk management. Since joining the team in 2022, I have focused on using my deep market knowledge to bridge the gap between complex insurance products and the specific needs of our clients.
I am a dedicated sales and marketing professional who believes in the power of effective communication. By asking the right questions, I quickly identify customer needs and match them with the most effective insurance solutions and services available. My goal is to streamline the process, ensuring you receive the best protection with a seamless, high-touch experience.
Beyond my professional role, I prioritize time with my family and embrace the balance that nature and travel provide. You will often find me out camping, exploring new destinations, or simply enjoying a quiet walk with a cozy cup of coffee.
Benefit Specialist
In my role as a Benefits Specialist, I provide support to our clients in understanding and choosing the coverage that works best for them. After obtaining my LLQP license in 2023, I have been assisting clients with group benefits, travel/ super visa insurance and individual health and dental plans as well. My goal is to provide clear, reliable advice so our clients can feel confident in their choices. Outside of work, I love crafting, hiking, and spending time with my family.
Associate Wealth Planner
I joined PR Wealth Management in 2025 as an Administrative Assistant, where I built a strong foundation in client service and financial operations. I now serve as an Associate Wealth Planner, supporting individuals and families in developing personalized strategies focused on retirement planning and long-term financial well-being.
I am passionate about helping people feel confident and informed about their financial future. I value building meaningful, trust-based relationships and take pride in delivering thoughtful, client-centered guidance tailored to each person’s goals and priorities.
Outside of work, I enjoy reading and spending time in nature, which helps me stay balanced and inspired.
Chief Operations Officer (COO)
Growth, resilience, and meaningful connections have always been at the heart of my journey, Values that continue to shape both my personal and professional life.
I began my career at PR Wealth Management Inc. as an Advisor’s Assistant, where I built a strong foundation in client service, financial operations, and administrative excellence. Through dedication, continuous learning, and a passion for leadership, I progressed into the role of Chief Operating Officer, where I now oversee operations, streamline processes, and support the firm’s long-term vision.
The strong sense of community, diversity, and hardworking spirit around me has greatly inspired me and shaped the values I carry into both my personal and professional life.
In the moment beyond work, I enjoy fashion, music, nature, and spending quality time with family, all of which help fuel the creativity and energy I bring into my professional life.