By spending time with you and listening to what really matters, I work to set you on a course towards achieving your life goals with financial peace of mind. With independent advice, a comprehensive financial plan and regular checkups, I can ensure you are on track with your financial goals and retirement plans.
By spending time with you and listening to what really matters, I work to set you on a course towards achieving your life goals with financial peace of mind. With independent advice, a comprehensive financial plan and regular checkups, I can ensure you are on track with your financial goals and retirement plans.
By spending time with you and listening to what really matters, I work to set you on a course towards achieving your life goals with financial peace of mind. With independent advice, a comprehensive financial plan and regular checkups, I can ensure you are on track with your financial goals and retirement plans.
I joined RGF Integrated Wealth Management in 1996. In 1998, I obtained my CFP designation and I began working alongside our founder Jim Rogers as a financial advisor. It was a pleasure helping clients reach their retirement goals and enjoy retirement without financial worries. I have recently returned to my role as a financial advisor after stepping away from my career to be at home with my children in their younger years.
I currently reside in South Surrey with my husband Mark and two children, Cormac and Angela. Away from the office, I spend some time volunteering at my children’s school and Good Shepard Church. I am also a huge fan of hockey (when my son is on the ice) and I love watching my daughter play on numerous school sport teams.
Advocis – The Financial Advisors Association of Canada
FPSC – Financial Planning Standards Council
CSC (Canadian Securities Course)
CPH (Conduct & Practices Handbook)
LLQP (Life Licensing Qualification Program)
RGF
Ethics form an integral part of the foundation of the financial services industry.
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LegalShield
LegalShield is a prepaid legal services expense plan which provides affordable, accessible legal support to its members. Members pay a monthly fee for legal services plans, with options for Individuals, Families and/or Small Businesses. Plans include advice, consultation, representation & document preparation. Details of the legal services provided, and limitations, are outlined in the terms of the online contracts. An optional additional service includes Identity Theft Protection.
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