Genuine Care, Lifelong Commitment
As your Lethbridge Investment Advisor, I believe true wealth management is built on lasting relationships. I care deeply about my clients and am here for the long run—through every stage of life and every financial milestone. Whether supporting a new widow through a difficult transition or teaching the basics of investing to the next generation, I am dedicated to being a trusted partner, not just an advisor.
Local Wealth Advice, Prairie Values
I know what it means to work hard and plan for the future. Growing up in Saskatchewan and now serving the Lethbridge community, I share the values of integrity, resilience, and commitment that define our farming and business community. I am proud to help my neighbors and fellow Albertans build and protect their wealth, just as my family worked hard to build a future on the prairies.
Customized Retirement Income Planning
Retirement brings new challenges, especially in today’s market environment. I specialize in customized retirement income planning for Lethbridge retirees, building resilient portfolios designed to withstand market ups and downs. My approach includes:
- Personalized retirement income strategies tailored to your lifestyle and goals
- Proactive risk management and ongoing plan adjustments
- Confidence and peace of mind so you can enjoy the retirement you’ve earned
Empowering Every Generation
I am passionate about empowering clients with the knowledge to make informed decisions. Whether guiding families through complex transitions or teaching children and grandchildren the fundamentals of investing, I help build financial confidence for today and tomorrow.
Disciplined, Proactive Strategies
My investment approach is disciplined and long-term, balancing growth with protection. I constantly monitor markets and adapt your strategy to keep your plan on track, always with your best interests at heart. By staying ahead of market trends and anticipating potential challenges, I help safeguard your wealth and support you in reaching your financial goals —no matter what the future brings.
Comprehensive Solutions with CIBC Wood Gundy
As part of CIBC Wood Gundy Lethbridge, I offer the strength and resources of a leading Canadian institution, combined with personalized, local service. My offerings include:
- Objective advice
- Dedicated client service
- Innovative, tax-efficient solutions
- Fee-based accounts
- Charitable giving strategies
- Personalized retirement income strategies tailored to your lifestyle and goals
Why Work with Me?
My commitment is to deliver excellence and exceed expectations for every client. I provide clarity, confidence, and peace of mind in your financial decision-making.
“It takes discipline, hard work, and patience to achieve one’s goals. My commitment is to honor the same dedication and judicious approach to managing your wealth.”
— Kara Baker
Let’s Build Your Financial Future
