At the start of my career, I specialized in creating financial protection solutions for doctors and healthcare professionals. Over time, my expertise and skillset broadened to serve business owners, professionals, and their families. Dirven by a passion for problem-solving, my team and I work closely with clients to design customized insurance and financial protection plans that address their unique needs and goals.
I hold an Honors Degree in Political Science from Wilfrid Laurier University. During my studies, I gained valuable experience in client service through roles in diverse industries, including real estate and commercial floral sales across North America. These experiences fueled my entrepreneurial spirit and deepened my passion for creating innovative solutions for my clients.
An avid sports enthusiast, I competed at a provincial level in swimming and sprinting, but my greatest joy came from playing organized football for over 10 years. On the field, I developed a love for teamwork and honed the skills necessary to thrive in collaborative environments. Today, I bring the same energy, integrity, and teamwork to my professional life, working with a team that shares my commitment to delivering exceptional client experiences.
When I’m not in the office or on the road meeting with clients, you’ll likely find me spending quality time with family and friends, traveling, enjoying sports, hitting the golf course, or carving down ski slopes.
At CPFG, we have been helping clients define and achieve their financial goals since 1971. As a dynamic, innovative, and independent financial services organization, we offer a comprehensive range of insurance, investment, and financial planning solutions. With over 50 years of experience serving families, business owners, and professionals, we understand the complexities of attaining financial success. Our clients trust us to craft proven strategies that address their unique needs and aspirations.
We pride ourselves on building lifelong relationships and collaborating with your trusted advisors to deliver tailored financial solutions. Our team of Partners, Associates, and Staff have been carefully selected for their expertise and for embodying the values that matter most to us—and to our clients.