As a cross-border financial planner, I aim to navigate clients through the diverse challenges they encounter, ensuring they make the most of every opportunity to enhance their financial security and that of their families. My areas of expertise span from Cross Border Financial Planning, Tax Planning, Retirement Planning, Estate Planning to Insurance and Risk Management.

Early on, I discovered my passion for finance and financial planning, which has since been a driving force in my professional journey. I’ve been recognized for my insights in esteemed publications like The Globe and Mail, where I have shared expertise on the complexities of relocating from the US to Canada.

As a professional, I recognize the value of collaboration and leveraging the expertise of fellow professionals. I employ a collaborative approach, coordinating efforts with a vast network of cross-border accountants, lawyers, and investment advisors, ensuring seamless integration and alignment across every aspect of the financial plan.

My passion lies in making a meaningful impact on people’s lives. With a deep understanding of the profound effects of sound planning, I am committed to listening attentively and guiding clients toward a future of security and prosperity.

Beyond my professional pursuits, I cherish quality time with my husband and family, as well as my beloved companions, Luna our dog and cat Simba. I am deeply passionate about various causes close to my heart, including animal welfare, children’s education, environmental conservation, and human rights advocacy.

Volunteering at a wildlife sanctuary in South Africa stands out as a significant experience in my life. There, I actively participated in conservation efforts aimed at protecting endangered cheetah species. This hands-on involvement deepened my dedication to fostering a positive impact on our planet’s biodiversity. It ignited a passion within me to advocate for conservation initiatives wherever I can, striving to make a difference in preserving our natural world.