My Story

When I was a teenager, my mother realized her dream of becoming an entrepreneur and opened her own Bookkeeping and Income Tax Service, Abra-Cadabra. If you have a family business, you know what that means. I worked in her office doing everything from filing to taxes for more than two decades. Sometimes I even got paid! But what I was getting from her was far more valuable than money would ever be. I was paid in knowledge. Sure she taught me how to prepare tax returns, but she also taught me how to be a business owner, how to treat my clients, build relationships, and be accountable to them.
Then I became a mother, and decided to go back to school. With four small children, and a lot of support from my husband and my family, I graduated from the University of Windsor with a Bachelor of Mathematics. My intention was to become a pension and insurance Actuary, but I needed some experience in the industry before moving into that role. I accepted a position with IG Wealth where I worked as a Financial Planner for 9 years until opening Aurora Private Wealth. The roll of an FP is similar to a builder designing a world out of Lego. Fun, and limited only by one’s imagination, knowledge, and the pieces at their disposal. Aurora Private Wealth employs a toolbox full of the most interesting and innovative pieces, allowing me to precisely build my clients financial future as they envisioned it. It didn’t take me long to realize that not only would this career allow me to use my knowledge to help families and business owners, a prospect that I loved, but it allowed me the flexibility to be an engaged mother and wife. I was hooked.
Fast forward to today, and I am now the mother of four teenagers. Three of which are taller than me. By the end of the weekend, it may even be all four of them. I have continued my education becoming both a CFP Professional (CERTIFIED FINANCIAL PLANNER) and RRC (Registered Retirement Consultant), joined the Society of Mensa, and hope to continue learning for the rest of my life.
How I stand apart. . .
Families and business at every stage of their financial life cycle are presented with challenges and demands that can often benefit from the advice of a professional. Working as a Financial Planner provides me with the tools, that when coupled with my education and experience make it possible for me to provide comprehensive financial assistance to my clients beyond what they have normally experienced in the past. I work one-on-one with clients to ensure their needs are met with the personal attention only a dedicated advisor can provide.