Home of the RDSP
Vision
To be your valued advisor in helping offer peace of mind and a secure future for families affected by disability.
Credentials
I have an MBA from Wilfrid Laurier University and hold a Certified Financial Planner professional designation. I have been in the financial services industry since 2006, and joined Desjardins Financial Security Independent Network in 2012. In October 2007, over a year prior to the plan officially being launched, I presented first RDSP seminar.
I am licensed in the province of Ontario to offer life insurance and mutual funds, and I do so through Desjardins Financial Security Independent Network and Desjardins Financial Security Investments Inc. respectively.
Why this specialty?
My passion is born out of watching my own brother and sister courageously deal with Schizophrenia over the years. Through that family experience, I understand the challenges that exist and help put strategies in place to secure the financial future for the disabled child and their entire family. There’s enough emotional turbulence as it is, financial uncertainty need not and does not have to be part of it.
Community Involvement
The Bridge – Chairman of the Board
For over 30 years The Bridge has been actively and proactively engaged in developing healthy relationships with anyone who has been touched by crime including the offender, the victim and the community. Why? Because we want to reduce crime, prevent victimization and heal the brokenness that is at the root of most criminal activity.
Homewood Health Center – 11 years of volunteer service
The Homewood Health Centre is a cornerstone of Canadian mental health and addiction treatment. For over 11 years I have volunteered in a variety of roles of support and sharing my experience for both in-house residents during their stay at the Homewood, as well as acting as a group facilitator for those in the after-care program.
Author
In 2012, I published my first book, First I Got Sober And Then I Got Fired: Finding Freedom in Failure. Rather than focus on business, my focus was on a personal journey in the hope that the story may be a source of inspiration to others in overcoming their own struggles, whatever they may be. After publishing the book, I was interviewed on ‘The Drew Marshall Show’, ‘Provincewide with Daiene Vernile’ and ‘Inside Guelph with Trish Stevenson’ as well as being invited to a number of speaking engagements. It was a gift to be able to share this story with those who may be suffering with an addiction or living with someone in that situation.