Thank you for making time to learn more about the person behind Dollar Dame.

Acquiring and saving money was significant to me at a young age…so much so that I wanted to visit a bank to open a ‘savings account’ for my newspaper job earnings at the age of 11.  As a teen, I moved my money into a GIC (guaranteed investment certificate).  After that, it was mutual funds, and then stocks in my twenties. 

After high school, a B.B.A. (Bachelor of Business Administration) introduced me to the option of a career in finance. Rather than the original path of marketing (which I found to be difficult, as I couldn’t consistently be creative), I preferred a more ‘black and white’ study like finance; there was only one right answer and I had enough room to be creative with types of solutions. It was the perfect mix.

After graduating with a business degree, I lived and worked in Japan for three years. This experience inspired me to be open minded and appreciative of other ways of doing things. 

But soon enough, I missed my family back in Canada and was ready to pursue a career with an investment firm. 

I worked in the investment industry for approximately 10 years which provided a vast amount of experience. During this time, I became licensed in securities, options and insurance: securities allowed me to buy stocks, bonds or funds for my clients, options allowed me to hedge against potential risk in portfolios and insurance allowed me to help with potential risks in life. 

I loved providing solutions for clients but felt uneasy doing it in a corporate environment.  My personality was not made for the formal, suit-wearing, profit-driven industry.  So I decided to take my passion for personal finance and create my very own boutique finance business. 

I had a strong desire to do finance my way. A feminine, comfortable space, along with a well-rounded approach to finance that was realistic and practical to put into place.

I want people to feel at ease when they come to me for help, since finances for most can be overwhelming. Money matters can bring up feelings of intimidation and embarrassment so my job is to listen, support, and teach ways to manage money simply and smartly. 

Looking back at my strong desire to save… I understand it was about financial security – to have a life with CHOICES. My mission has been shaped by this life-long desire, which is to help others have peace of mind with their financial future and to know they have choices to do what they want, when they want.

On a personal note, I decided in my early 30’s to make as much of an effort - to meet an amazing life partner, as I put much effort into my work life. I have no regrets, today we have fun together everyday - and have some side companions to join in with us: two children and a dog.

Outside of my love of empowering others with their personal finances I will be found doing some easy hikes in nature and lounging with book or laptop.

There it is, a synopsis of how I became founder of Dollar Dame Inc. and a bit of who I am.

A “free, no-obligation call” is where I can get to know you now… and I promise you will be happy that you did it sooner, rather than later.

Credentials

  • Bachelor of Business Administration (BBA)

  • Canadian Securities Course

  • Wealth Management Courses

  • Derivatives and Options Courses

  • Life Insurance Course

  • 14 years’ experience in the investment industry

  • Past member & president of the Kelowna Estate Planning Society

Mini Bio

  • From the Okanagan (BC, Canada)

  • Mother to two amazing kids & a pom

  • Morning coffee & hip hop music

  • Lived in Japan & Australia

  • Love good food, simple finances & slow fashion

  • Distract myself with a puzzle, book or show