I grew up on a farm in rural Alberta and learned many of life’s important lessons there. I had an idyllic childhood filled with the freedom to explore, build tree houses, help with the farm work and look after the animals. This gave me a deep appreciation for the land, the value of hard work and a sense of community. I still like to help my brother wean the calves every fall.
I earned a Bachelor of Commerce degree and upon graduation I worked for a telecommunications company as a Programmer/Analyst for 10 years. This work included analysis, design and implementation of many systems in the billing and marketing departments.
When our children were born I resigned from my job and spent the next several years nurturing and raising them. My husband and I are strong believers in the 4-H program and our children were involved in local 4-H clubs for many years. I now volunteer as a public speaking judge, photography judge at 4-H on Parade and offer a scholarship to 4-H members.
Over the years I became increasingly frustrated with the poor performance of our investment portfolio. A search for alternatives led me to private investing. I was thrilled to learn there are complementary alternatives to stocks, bonds and GICs and personally started investing in private offerings.
A keen interest in personal finance and an eagerness to ‘spread the word’ about private investing motivated me to become a registered Exempt Market Dealing Representative. I became registered with Raintree Financial Solutions early in 2012. I believe Raintree Financial Solutions’ rigorous due diligence process and focus on alignment are paramount in looking after investor’s best interests
I have a down-to-earth, common sense approach to life. My goal is to educate others about the existence of the Private Capital Market and the alternative investment choices available and to determine if it is suitable for them. Private investing is an excellent way to diversify an investor’s portfolio where eligibility and suitability have been determined. I invite you to call me today to learn more.
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 focuses on identifying what we consider to be the best private investments for our clients. Click here to learn more about the companies that we have chosen to offer.
Our investments are continually evolving as opportunities and markets change. Each offering tells a different story. Please take some time and ask one of our Private Wealth Advisors about some of the previous investments that Raintree placed into the market.