1. Where did you grow up and if you moved to the Halifax area, what brought you here?

I grew up in Halifax and most of my family lives around the area as well.

2. Can you highlight your educational background and professional experience?

I graduated from Saint Mary’s University in 2024 with a major in Economics and started working with CUA shortly after that as a Financial Services Representative (FSR) at the Annex Branch. Then in March 2026, I was promoted to Financial Advisor (FA) and moved to the Tantallon Branch.

3. What drew you to banking and what is the best part of your job?

What drew me to banking was having family members that worked in the field who spoke highly of it. Also, being able to help people with their finances and make new connections was appealing to me. 

The best part of the job is getting to build those one-on-one connections with people and being able to help them with something as important as their financial future—and hopefully leaving a positive impression on them.

4. What does a “regular” workday look like for you?

A regular day starts with helping our FSRs with their morning tasks, preparing for my appointments for the day and responding to emails. Since I have experience as an FSR, I can help with any questions newer staff might have, and I can also provide assistance if it gets busy and I’m not meeting with a member. I enjoy when those opportunities come up, because it lets me meet more of our members face to face.

5. Since being in your role with CUA, what is the most valuable thing you’ve learned?

The importance of asking questions – you never know what kinds of opportunities you’ll uncover with the right information. 

6. What do you think is a common banking myth people believe?

That it’s fine if you just make the minimum payment on revolving credit, such as a credit card or line of credit, particularly if you keep adding to it with more expenses. Doing this could lead to negative impacts on your credit from having a high usage ratio and you’ll also end up paying a large amount in interest over time, because only a small percentage of the minimum payment goes towards the principal.

7. What is one piece of financial advice that you believe everyone should follow?

The rule of 35! If you go over 35% of your balance on your revolving credit product like a credit card, it may start to negatively impact your credit. If you find yourself doing this often, it’s a great time to meet with your FA—we might be able to suggest a different product that’s more suited to your needs or help you restructure your debt repayments and priorities.

8. What is your favourite CUA product and why?

CUA credit cards that offer the balance transfer option. For a 3% fee on the balance you bring, you get a set period (usually between 6 to 12 months) of no interest charges on that balance. If you’ve been having a challenging time with making payments, this can give you a good window of time to really make a dent in your principal balance.

9. Outside of your professional life, what is your favourite activity or hobby?

I really like going to the gym and staying active.

10. What is your favourite meal to cook at home or order at a restaurant?

 I love a good alfredo pasta or steak!

11. If you received $100,000 today, how would you spend it?

I would keep $15,000 – $20,000 as an emergency fund, and then look into mutual funds for the rest!

Meet the CUA Team

Our experienced and dedicated team are passionate about helping our personal and commercial members improve their confidence and knowledge of financial matters. Meet the team »