Bio
I’m a Wealth and Tax Strategist, commerce graduate, and proud mom of two—with a mission to help business owners protect, grow, and preserve their wealth.
With a degree in commerce and over 5 years of experience in the finance industry, I’ve helped incorporated business owners make smarter, more strategic decisions about their money. I’ve seen firsthand how successful entrepreneurs often pay more tax than they need to—not because they’re doing anything wrong, but because no one showed them how to do it better.
That’s where I come in.
As a Financial professional, I specialize in turning complexity into clarity. Whether it’s unlocking the full value of retained earnings, planning your retirement through your corporation, or creating a long-term legacy with trusts and business succession strategies—I help you turn tax burdens into financial opportunities.
My approach is practical, strategic, and personal. I care deeply about helping business owners build wealth with purpose, confidence, and full control—while keeping the CRA out of their pocket.