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

I was born in British Columbia and grew up in Markham, Ontario. When I was in middle school, I moved to Halifax, and I’ve lived here ever since. 

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

I have a Business Administration diploma with focus in Marketing from NSCC. I worked part-time at CUA through school, which provided opportunities to grow within the organization and gain more knowledge in the financial industry. I’ve spent eight years within CUA as a Financial Services Representative (FSR), a Financial Advisor, and most recently a Small Business Advisor.

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

Being surrounded and inspired by great role models within CUA while working as an FSR made me very interested in staying in the industry. Seeing what people can achieve with the right financial advice and guidance was something I felt compelled to be a part of. 

It’s truly rewarding to drive around Nova Scotia and see the projects we played a part in financing. 

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

A regular workday for me includes meeting with our members to discuss goals for their businesses and creating a plan to help them get there. It also involves conducting analysis of financial statements, putting together credit applications or visiting a member’s business to better understand their operations. 

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

Our team consists of such brilliant people from different backgrounds who are always open to share their knowledge or expertise. Everyone offers something, and you can learn from everyone if you take the time to listen.

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

Get to know your financial advisor and ensure they know who you are. Having someone who knows your story and can be in your corner when you’re looking to achieve a financial goal is a valuable resource.

7. What is your favourite CUA product and why?

My favourite conversation with members is identifying ways to make their money work better for them, which is why the Redeemable GIC is my favourite CUA product. Too often, I see members hold large balances in their High Interest Savings Account (HISA). They may be cautious to lock in fixed terms of 1-5 years. With the Redeemable GIC, your funds can be withdrawn within a business day of notifying us. If kept to their full term, they earn much higher interest than a savings account.

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

I teach and play drums around Halifax and Dartmouth.

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

Korean BBQ, which is great for a social and interactive meal experience!

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

After setting aside funds for my TFSA, RRSP and FHSA contributions, I’d put the rest with my current down payment and start house hunting closer to Halifax. However, it would be hard to not celebrate a little. I’d likely take a second vacation this year.

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