I bring over 18 years of experience in the financial industry. I started my career as an associate working for a small independent investment firm in Vancouver, BC. After a couple of years, I eventually made my way into banking working for one of the world’s largest global banks. I was accepted into their Management Associate training program. Within four years, I was the BC Regional Sales Manager for the bank’s mortgage broker division. I would further be promoted to various senior management roles within the bank but my time with the mortgage broker industry is really where it started for me and why I am where I am now.
In my career, I had the opportunity to work with an abundance of clients that needed banking, lending, and investment solutions. What made me successful is that I always believed that honesty and integrity are the building blocks of any relationship. And most importantly, I always believed in helping clients get answers. As a client, being “in the dark” can be frustrating. I pride myself in the client experience and it is always at the forefront of all my meetings. I enjoy putting my knowledge and expertise to work for my clients financial well being.
As for my personal life, if you do not find me working, I am at the rink watching my son play hockey or driving my daughter around to all her dance competitions. And during the summers, I try to enjoy the outdoors as much as I can outside of coaching little league.