CFP, CLU, CHSEstate Planning Specialist
With a strong belief that knowledge is power, Valerie is devoted to educating Canadians on the value of insurance, including using life and living benefits solutions as a powerful wealth planning tool. Known for her practical guidance and collaborative approach, she offers clarity to the complex planning needs associated with estate, tax, and legacy planning for high-net-worth households.
With over 20 years experience, Valerie is a trusted resource for those seeking a deeper understanding of insurance solutions and how they fit within one’s wealth management plan. She focuses on identifying key opportunities while simplifying the technical concepts that align with each client’s unique goals.
Outside of work, Valerie volunteers as a YMCA fitness instructor and avidly reads murder mysteries. Her love of travel spans relaxing beach days, exploring Europe, and cage diving with great white sharks. Daily, she and her husband enjoy life with their daughter who keeps them equally laughing and busy.