Credit Union Locations Served - Lloydminster

As a Wealth Specialist, I aim to provide holistic financial planning and investment advice that helps you meet your life goals and dreams – providing you with custom financial plans and financial products that best suits your needs.

Personal highlights:

I grew up in a rural community north of Lloydminster and graduated from the University of Alberta with a Bachelor of Education in 2005. I worked previously as a substitute teacher, branch manager with a car rental agency, and a financial consultant before joining the credit union system in 2014 as a Wealth Advisor. 

I can assist you with:

• Investment planning

• Financial planning

• Retirement planning

• Estate planning

• Tax planning

• Group RRSP

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.