EPC, CHS, BA(Hon),ASD, EPC,
Member of Advocis & MDRT,
President / Insurance Advisor

As the owner and lead advisor at Brightview Financial, I believe in empowerment through education. I work one on one with clients to build customized financial plans and family protection. Plans that they understand and that bring them peace of mind. The biggest compliment I hear is, “I feel so much better now”.

I grew up in a small fishing village in northern Newfoundland. My mother worked hard to succeed and get ahead in life. Her dedication and work ethic was passed to my sister and I. She did not want me to become a nurse like her, but I was intrigued by health and health care. My interest in health with my passion for business and finance combined to form Brightview Financial. My entrepreneurial spirit started young, I use to run charity fund raisers from our front yard and became the youngest Avon lady in my neighbourhood! Success is not only defined by being self sufficient, but also by helping and improving the lives of others

I value every moment my clients choose to share with me. Showing up, listening , being fair and honest is the least I can do in return. I give thanks daily to my friends, family and pups for being so supportive.

P.Eng, Advisor
Business Development Director

At Brightview Financial, I am the business development director, which is a fancy way of saying I get be out of the office making connections with clients and their companies. My favourite time is spent out at our clients businesses to really get to know what’s important to them and their employees. Ultimately, it’s about preserving our clients quality of life and helping them achieve their goals. I am thankful that I get to work in an industry that allows me to protect and grow peoples most valuable interests. It is also important to me to give back. Which is why I am a board member on several non-profit groups here in Beaumont.

Growing up in small town Alberta and working at several small businesses, has given me a healthy respect for what it takes to succeed. My empathy for clients allows me to listen to what is truly most important to them. I find that working with people is similar to golf. It takes a few golf shots to get to the 18th hole. Sometimes you’re in a hazard, sometimes you hit it just right. I try to help you out of the hazard areas and keep you on the fairway . Believe me, I have had my share of playing from the rough. Maybe I should stick to fishing and curling?

The most important thing to me is that my clients fully understand what type of protection or investment they are putting in place. When we have a meeting, you will have full knowledge of your options are without all the acronyms or double talk. I want you to feel like you have had an honest conversation and that I have your back.

Office Manager

Like most Office Managers, it is hard to define my role here at Brightview Financial. Things in our industry are constantly changing with new rules and compliance, products and services. Its what I love most about my job. Every day is different, just like our clients’ needs. My role is to make sure everything runs smoothly and to solve issues when they come up. I am proud to be the conduit that funnels everything together for our clients.

When we first moved our family here from England, I did not know what to expect. It has not always been an easy transition, especially with two young children, but it has taught me to be strong and stand up for what I want. Family is everything and Brightview knows that. It reflects how they treat their clients and their employees. It’s been 5 years and I can’t see myself working anywhere else.

Sometimes I take myself for granted but I truly feel that I make a difference. I’m not a salesperson, I enjoy doing an honest day’s work and the satisfaction I get from making sure all our transactions run smoothly. It’s the same at home, a mom just wants the best for her family. I just want the best for my Brightview Family as well.

Administration

I am the bright face when you walk into the office of Brightview Financial. After 3 yrs gaining work experience, I have now found a role as an administrator. Making sure files and notes are updated daily, the IT is up to date, and everything is well organized is what I most enjoy about my work. It has been beneficial to learn and grow with such a caring and dynamic company.  

Of course, at the age of 19 I am still getting to know how a small business operates. I have chosen a path of schooling from the care and attention that I see around me every day. I will be attending Grant MacEwan and pursuing a position within the field of Psychology. As a young adult it is hard to contemplate life’s struggles, but my experience in this industry has really helped and I enjoy being a part of our clients’ journeys.  

I believe what I bring to the team in Beaumont is a fresh and new prospective from a young adult’s mind. I can have open conversations and I feel that I am respected and heard, just like any of our clients. I am excited to help with the social media, as that is what my generation is best at.