Our Team

We understand the unique balancing act that living wealthy requires in our own lives.

I have been working in the world of personal finance since early 2014. I hold the Chartered Investment Manager (CIM) designation, along with my CSC and Life Insurance license. I’m passionate about helping clients make confident financial decisions and guiding them toward their long-term goals.

After moving to Vancouver Island in 2017, I quickly fell in love with its slower-paced lifestyle and natural beauty. A few years later, with a growing family, I returned to the Lower Mainland to be closer to my roots. My husband and I recently purchased a new home, and we’re excited to begin this next chapter together with our two daughters, Zoe and Violet.

Outside of work, I spend as much time as I can outdoors enjoying all that BC has to offer. We also love to travel and continue to dream about checking off every destination on our bucket list of must-see places around the world.

Drop us a line.
We’re here to help you
navigate your financial journey.
While our head office is proudly located in Parksville, British Columbia, our experienced advisors are located in key cities across Canada — including Vancouver, Abbotsford, Vernon, and Winnipeg — allowing us to serve clients nationwide and internationally. No matter where you are, Precision Wealth is here to help you navigate your financial future.
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