Welcome to Awaken Wealth!
I’ve spent the majority of my career in the financial services industry (over 24 years and counting) working for a large bank-run wealth management firm. Over time, I realized the focus was more on how to make the firm more money, not how to make a greater difference in the lives of others. I knew there had to be a better way.
In May of 2021, I chose to leave the "corporate world" and founded Awaken Wealth Management Ltd. to give my clients a more robust and better wealth experience. At Awaken I have the best of all worlds with leading technology and tools available As a Portfolio Manager, I provide investment advice under the fiduciary standard; a legal requirement to always put the interests of my clients first; and as a Certified Financial Planner I have a duty to act in my client’s interest by placing their interests first.
I’m passionate about the work I do and the opportunity it provides to make a meaningful impact in the lives of others. I hold the CERTIFIED FINANCIAL PLANNER®, Chartered Investment Management, and Financial Management Advisor designations, and am a proud member of the following professional organizations:
I was born in Saskatoon but grew up in Regina, attended the University of Regina before heading out in my career, and am thrilled to still call Regina home alongside my wife, Julie, and our two boys, Kyler and Taylen. I currently serve on the board of directors as President for Basketball Saskatchewan and the Regina Estate Planning Council, and enjoy staying actively involved in the many things that make Saskatchewan great.
Investment products are provided through Aligned Capital Partners Inc. (ACPI). Please visit our Investment page for more information.
After an 8 year absence from the work world and raising our two sons, Kyler (21) and Taylen (19), and looking after all of the household I am excited to join my husband, Scott, in building Awaken Wealth Management. I have worked in customer service for most of my career, having spent time with a "Big 5" bank and most recently before my time off, over 15 years working with individuals at Service Canada. Having helped Scott behind the scenes for many years now I look forward to getting better acquainted with our clients and continuing to ensure the best wealth management experience.
I enjoy spending time with our family, walks in the park and coffee with a friend, travel- joining Scott on all his trips and planning the next family vacation, gardening and baking. And after 22 years of marriage with Scott and following him and the boys through all of the gyms, cheering them on, I'm now an avid basketball fan- We the North!
Are you ready to expand what's possible with your money?