ABOUT ME
I am a Personal CFO and Wealth Architect for women professionals, investors and small business owners.
Together we transform financial chaos into clarity, higher income, increased savings, aligned debt, confident decision-making, and greater wealth.
With over two decades of experience having owned multiple 7-figure businesses, I support women to become the central authority in their financial lives create a life rooted in financial sovereignty and alignment.
Mentored by transformational leaders such as Dr. Claire Zammit, Heather Dominick, and Tony Robbins, I integrate deep inner work with practical financial strategy—supporting women to grow wealth, create financial safety, and build lives they truly desire.
I’m passionate about supporting women to map a financial path that honours their values, nourishes their dreams, and brings them home to their own authority.
INVESTING EXPERTISE
As a Personal CFO and Wealth Architect, I bring over two decades of lived experience as an investor and business owner to my coaching and consulting work. While I am not a licensed financial or investment advisor, I provide expert education in investment literacy - supporting clients to understand the language of investing, assess risk and reward, evaluate returns, decide on appropriate leverage, and build confidence in low-fee, self-directed ETF strategies. I also guide clients in analysing real estate opportunities and understanding the numbers behind major financial decisions.
My knowledge of ETF investing was influenced by Doris Belland of Your Financial Launchpad, where I learned how to implement the value of broadly diversified, highly liquid, low-fee investments. In real estate, I’ve been mentored by Bruce Firestone - founder of the Ottawa Senators - and Victor Menasce—president of the Ottawa Real Estate Investors Organization. I’ve invested over six figures in real estate investing education, including training with Rich Dad, Poor Dad, and have hands-on experience spanning commercial and residential rentals, vendor take-back financing, and rent-to-own contracts.
As part of my Personal CFO services, I support clients in building a collaborative wealth team, including coordinating with Certified Financial Planners (CFPs) when deeper financial and investment planning is needed. My role is to ensure you have both the clarity and the strategic support to move forward with confidence and alignment.
This real-world expertise allows me to offer strategic insight and practical education - supporting clients to reclaim their financial power and make aligned, informed decisions about growing their wealth.
EDUCATION & Professional Development
Certificate in Woman-Centered Coaching from the Institute for Woman-Centered Coaching, Training & Leadership
Candidate for the Accredited Financial Counsellor Canada® designation through the Canadian Association for Financial Empowerment (AFCPE® Member)
Honours in Electronics Engineering Technician—strong foundation in systems thinking and data analysis, as well as the ability to integrate leading-edge AI technologies to streamline financial systems and enhance client results
Leadership training through the Sprott School of Business at Carleton University
Management Accounting coursework at Algonquin College