My journey with my fellow HGA Group partners began in 2006 when I was hired to article under partner Quentin Gardiner, CA’s management alongside partner Shawn Tully, CA. After obtaining my designation as a Chartered Accountant in 2009, I moved to industry, specializing in corporate taxation, where I completed my In-Depth Tax course in 2013.
In 2011, a close family member was diagnosed with a debilitating terminal illness. Because of the careful financial planning and risk management measures that had been put in place, my family and I were free to care for our loved one with minimal financial worry.
The relief that this afforded us profoundly affected me, and so I began assisting clients as a Financial Advisor in 2014 to help protect other families’ incomes and plan for their futures. I became a CERTIFIED FINANCIAL PLANNER® professional in February 2020 to further enhance the value I provide to clients.
I was delighted to begin working with the HGA Group at the beginning of 2020. I believe my background in accounting and taxation gives me unique insight into a client’s financial position and proves to be a valuable asset in developing holistic financial plans and in choosing insurance solutions.
In 2021, I became a Private Wealth Advisor with Raintree Financial Solutions, a Private Capital Market Dealer headquartered in Edmonton, Alberta. As a Private Wealth Advisor with Raintree, I feel I have aligned my efforts, values and desire to succeed for my clients with a Private Capital Marker Dealer that is motivated to enhance the investment landscape for Canadian investors.
I look forward to forming meaningful and longstanding relationships with my clients. Your story is unique to you. At HGA Wealth and Estate Planning Inc., we are here to help you navigate your financial landscape and to help you choose solutions that fit your needs, your family and your future.