About Me
Before I became a financial advisor, I spent several years as an elementary school teacher. My transition into the financial sector was sparked by a negative experience with a financial advisor. For 12-18 months, I received quarterly statements with limited communication and 73% of what I had invested vanished. Feeling insignificant, helpless, and frustrated, I took my first step toward controlling my own wealth.
I started a real estate investment company. While I had many great opportunities, managing multiple properties and dealing with the challenges of being a landlord proved to be a struggle. I realized that real estate investment was not a foolproof method for building wealth. However, this experience taught me a lot about investing in real estate, and I became a registered exempt market specialist. This allowed me to place money into private investment opportunities such as real estate funds, private equity deals, and private debt—opportunities not typically accessible through traditional financial advisors. Despite some successes, the high-risk nature of these investments meant they were not always reliable for my clients and their families.
Understanding the need for a more stable financial foundation, I obtained my life insurance license in 2016. Life insurance provides a fundamental layer of protection, ensuring that even if everything else fell apart, there is still something in place for my clients and their families. By 2022, I wanted to build a practice centered around life insurance and segregated funds, helping people build wealth in a safer and more secure manner. My focus shifted to providing strategies that offered a safety net and confidence, ensuring my clients wouldn’t have to worry about losing everything overnight.
This desire for stability and security led to the creation of Flourish Financial Solutions. I strive to offer my clients a sense of safety and confidence in the financial strategies we implement together, ensuring their peace of mind and long-term financial well-being.
I know from experience that life and good health can be unpredictable, so I make it a priority to live fully in the present. I have a deep love for nature and enjoy challenging myself with activities like hiking or mountain biking (but not on steep or overly scary terrain!). I also find joy in simply being outdoors, whether paddleboarding, kayaking, going for walks, bird watching, or traveling to new places—especially those with beautiful beaches and mountains. Snorkeling and looking for unique rocks are some of my favorite pastimes as well. I have a constant thirst for knowledge and am always working to grow both personally and professionally.
But more than anything, I love spending time with the people closest to me: my kids, Simon and Sophia, my stepkids, Logan and Ella, and my partner, Lee. There’s nothing better than sharing experiences with them, whether we’re at their activities like football, ringette, hockey, and lacrosse, or simply spending quality time together.
Let’s chat!
I’m committed to helping you implement a financial plan that grows and protects your wealth so you can focus on what matters most—living your dreams!
