About Silver Compass

Good financial advice is more important than ever. Life is busy. Financial stress is high and financial decision making can be overwhelming.

My background as a trusted Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP®) for 25+ years has enabled me to help individuals, families, and business owners manage their financial life and by doing so, increase their financial peace of mind and reduce their financial stress.

I help clients gain more financial insight, increase their confidence about their financial future and help answer the financial questions that keep them up at night.

Questions like:

When can I retire?
How much will I be able to spend in retirement?
Will my money last or will I outlast my money?
How can I pay less tax?
Am I on track to reach my financial goals?
Will I be able to leave a financial legacy?

I am passionate about helping clients bring more clarity, focus and confidence to their financial world by becoming more financially informed, empowered, and proactive because that will increase the likelihood of them meeting short term and long-term financial goals to live their best life.

I am an independent financial planner which means that I am able to work in the best interest of clients as I always have as an accountant. It also means that I work for clients not a large financial organization. I offer clients objective and trustworthy advice relevant to their unique personal situations and financial goals and customized solutions that consider a client’s complete financial picture.

It’s not just about investments. I am interested in every aspect of the lives of my clients because their financial lives touch every other aspect of their life.

Financial planning is more about the process and not the product which is why I have built my practice based on a client first service model structured around multi-generational planning and building long-term relationships based on trust, professionalism, and integrity.

As an independent financial planner, I offer objective and comprehensive advice around risk management, tax/estate planning, financial/retirement planning, cash management as well as a wide range of non-proprietary financial product solutions.

I am dual licensed, with a life license for insurance products as well as a license for mutual funds, ETFs and GICs so I can implement planning recommendations.

As an Elder Planning Counselor (EPC), I recognize the needs and understand the challenges that come with aging. I offer age friendly guidance and solutions to manage the unique financial and estate planning needs of older individuals to enhance financial and emotional well-being.
As a Responsible Investment Specialist (RIS), I offer expertise and access to sustainable, and impactful investing which seeks to balance meeting individual financial goals with also helping to build a more sustainable world. That means incorporating environmental, social and governance (ESG) factors into the selection and management of investments. 77% of investors believe that companies with good ESG practices make better long-term investments.
As a member of the Financial Planning Association of Canada, I have pledged to put the needs of my clients first, ahead of my needs or the needs of anyone else. I have also pledged to collaborate with clients to achieve their goals with the skill, care, prudence, diligence, loyalty, and good judgement of a fiduciary.
As a member of the Estate Planning Council of Canada, I am part of a growing organization that facilitates ongoing education, collaboration and no fee referrals to other professionals involved in estate planning.

My affiliation with Investia Financial Services provides access to the majority of mutual funds available in Canada so that I can create an individualized portfolio that is right for you and free from conflict. Investia is Canada’s largest independent mutual fund dealers serving 600,000 clients from coast to coast. My affiliation with PPI Advisory, provides access to insurance solutions from the majority of insurance providers across Canada. Both Investia and PPI are subsidiaries of IA Financial, the fourth largest life and health insurance company in Canada serving over five million Canadians across the country with $229 billion in assets under management.

If you would like to learn more about the services provided or if you would like to get started with a no-cost/no obligation financial consultation, please reach out so we can get started!