My personal experience as a business owner plays a large part in the advice I offer my clients. Focused largely on the small-to-medium business sector, as well as professionals, I provide strategic direction on corporate structure, estate planning and risk management.
With a Bachelor of Science in Pharmacy (I was a pharmacist for 23 years) and an MBA, my credentials and experience lend themselves well to advising small-to-medium business owners and professionals on important financial decisions – decisions that can mean the difference between a business that thrives and one that flounders.
I have always enjoyed helping people make sense of their finances. As a good listener and skilled problem-solver, I provide my clients with sound solutions and strategies for both the short- and long-term.