Financial, Divorce and Collaborative Education
20 years as an Office Manager/Bookkeeper
1993 – Financial Advisor with Investors Group.
1997 – Certified Financial Planner
2003 – Certified Seniors Advisor and Financial Divorce Specialist courses
2004/5 – Levels 1 and 2 of the Collaborative Family Practice training
2006 – Current Trends and Issues in Financial Planning, Family Relationships, and Support Obligations, and Personal Trusts.
2007 – Financial Divorce Specialist training updated and attended the Collaborative Family Law Conference.
2008 – Estate Planning in Special Situations, Family Property and Other Issues and Living Wills, Forms of Property Interests, Intestacy, and Probate.
2009 – Current Trends and Issues in Financial Planning, Employer Sponsored Pension Plans and Life Insurance Products, Issues and the Industry. I also completed the 5 day Training the Adult Learner to qualify to felicitate in Collaborative train classes.
Business Memberships
Canadian Institute of Certified Financial Planners 2006 to present
Academy of Financial Divorce Specialists 2003 to present
Community Involvement
Volunteer with Second Stage Housing – Fund Raising 1999 -2001
Volunteer with Theater Aquarius – 2005 – 2007
Volunteer with Hamilton Police Services – Victim Service since 2003- present
Burlington Ancaster Dundas Professional Women’s Network 1989- 2007
Member of Roaring Women.com 2005 to present
Regional Director Roaring Women.com 2008 to present
Member of the Hamilton/Halton Collaborative Family Practice Group – Executive and Marketing Committees