I grew up in the coastal community of Powell River, BC, where I spent much of my free time swimming in the ocean and exploring the back country. At home, my parents instilled a love of books and, most of all, taught me that I was capable of anything, even changing the oil in my car! After high school, I moved to Montreal to study at McGill University, where I gained lifelong friendships and much more than a formal education.
Four years later and armed with my degree, I moved back to BC to pursue what I thought would be a long career in marketing. Shortly after taking my first position in the field, though, I read The Wealthy Barber and discovered that I was more drawn to personal finance and investment than I was to advertising and promotion. I devoured more books on the subject and soon decided to make a career change, accepting an associate position with a large bank-owned investment dealer. As my experience with capital markets and investment planning grew, I also began studies for the Chartered Financial Analyst designation and, in 2014, made the move to Dixon Mitchell where I completed my CFA and now work with individuals and families to create customized investment strategies.
Recently, my husband, young daughter, and I moved back to Powell River. I’m able to work remotely from this location and travel regularly to Vancouver and throughout BC to meet with clients, which has allowed for a virtually seamless transition. Living in Powell River has not only allowed me to share some of my childhood experiences with my daughter, it has also presented new opportunities like mountain biking through the network of trails at my doorstep.