Prospera is proposing to continue federally for the purposes of immediately merging with Coast Capital and Sunshine Coast credit unions. Find out more here. For full details about changes in deposit insurance, see the Notice Pursuant to the Disclosure on Continuance Regulations.
Learn more about my approach and relationship style with clients
I work closely with our members to reach their unique financial goals and plan for the future while covering topics that include:
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
Estate and legacy planning
Generating regular income
Managing debt
Planning for retirement
Saving for children’s education
Investment strategies
Risk management
I have more than 15 years of experience in the financial industry and am a certified Responsible Investment Specialist (RIS). I've had the opportunity to work in Canada, England, and South Africa and these experiences have helped diversify my skills and understanding of wealth planning. I listen attentively to members and assist them in focusing on their goals. My approach to wealth planning aims to make it both fun and exciting for everyone involved. Witnessing both members and the community thrive brings me immense joy, and I always celebrate milestones along each member’s financial journey.