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  • Basic Information

  • Your Phone Number
  • City, State
    Waterloo, Ontario
  • Please add an informal 2- 3 paragraph bio with any information you would like to share with your classmates
    My niche was discovered after a number of challenging Estate Plans that I have personally experienced in my blended Family.
    My background in Financial Services and my Certification in coaching helps me to address Estate issues in this growing niche market.
    I help blended families create Peace of Mind through the Facilitation of a Collaborative Estate Planning process. I am not a lawyer, or an accountant. I simply help people understand the human side of Estate Planning as well as some of the steps involved in creating the Plan. I refer families to the appropriate professionals when the timing is right .