Tenacious. Experienced. Trustworthy.
A senior financial advisor with a Personal Financial Planner (PFP®) designation, Jodie has been advising clients for more than 27 years. As a born and raised Albertan, she proudly serves the Bow Valley communities of Banff and Canmore.
Mutual respect, mutual engagement, mutual trust
A problem-solver by nature, Jodie enjoys the challenge of figuring out the unique nuances of every client relationship. You can take comfort knowing that any advice she’s giving you is the advice she would give herself. Jodie emphasises that money is a tool that when managed properly will allow you to focus on what really matters.
An educator
Passing along her deep financial knowledge is something of a passion for Jodie and a role that she takes seriously. In her free time you will find her enjoying the mountains daily and daydreaming about her next visit to the ocean.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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