BASc, CIM
Conseiller Patrimonial Sénior
When I obtained an Engineering degree and moved on to teach math and physics to high school students in Vancouver, I had no idea that the skills I developed provided an ideal foundation for wealth management. The ability to analyze technical data and clearly communicate complex information transitioned with me as a valuable asset in this profession.
I strive to empower my clients to participate in achieving their financial goals. I love to work in partnership with them, enabling them to make informed decisions that are a good fit for their lives. My aim is to know the client, perhaps the most fascinating (and fulfilling) aspect of my work. My goal is to structure a sound financial plan that reflects the client’s unique needs and dreams for the future. My hope is that I can provide my client with the comfort and security of financial well-being in a rapidly changing world.
Personally, I’m happiest doing anything outdoors. That includes running with our dog, tennis, and flying. I love the challenge flying brings and the freedom of whizzing by the clouds. My other passion is food: eating, cooking, and reading recipes – yum! I enjoy travelling, especially back to my beautiful hometown of Vancouver to visit family and friends. Best of all, I get to share all of these with my husband and business partner, Scott Blair. What could be better?
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.