As a Private Wealth Advisor with Raintree Financial Solutions, I am dedicated to building investors’ wealth responsibly by helping my clients achieve a well-balanced, diversified portfolio. Formerly an elementary school teacher, my favourite part of the business is providing education on the Private Capital Market and helping empower my clients to make strong decisions about how they invest their money. As a Private Wealth Advisor, I recommend alternative investment solutions tailored to my clients needs based on a suitability analysis. I am also life insurance licensed.
I take great pride in being a wife and mother to Simon and Sophia while working to grow my practice. I find it extremely rewarding to have a career that I love while being able to set my own schedule so that I can attend their sporting or school events and really be present in their lives. I love fitness classes at Level 10, being in nature and cultivating new experiences gained through travel. I dream of spending days hiking through the forest, taking photographs of wildflowers, waterfalls, moss and birds.
I am involved in groups and associations, including but not limited to: National Exempt Market Association (NEMA), Private Capital Markets Association (PCMA), Regina Women’s Network (RWN) and the Regina Ringette Association.
My Mission Statement
Help improve the financial well being of individuals and corporations by providing education about and access to alternative investments and portfolio management.
Alternative investments are not at the periphery anymore – they have become mainstream. Though our investment offerings may not be suitable for everyone, they generally complement most portfolios.
Our Corporate Finance team is focused on identifying the best private investments for our clients. Click here to learn more about the companies that we have chosen to offer.
Raintree chooses to offer only the best private investments to our clients. We are constantly scouring the market to identify trends and opportunities that can be exploited to create wealth. Click here to read about some of the success of several of our past investments.