About Us

With over 40 years of combined experience in the banking industry and as an independent business owner, Mary Jane is a knowledgeable advisor with a broad perspective on what it takes to achieve financial success. Having worked at many levels within the banking sector, the experience Mary Jane has accumulated allows her to see the full picture clearly and coherently, while working with clients to help them do the same.

Mary Jane's move from a banking executive to an Independent Advisor has allowed her to shift her focus to creating investment strategies that work, which has remained her passion throughout her career. The hard work and dedication she has applied throughout this time is evident in each client interaction, as she create financial security in a way that works best for individual families. Recognizing that cookie cutter solutions won’t help you get there, Mary Jane leverages her extensive background to provide disciplined strategies that maximise gains to ensure a comfortable retirement.

When not working with clients, Mary Jane enjoys spending time with family and friends within the beautiful community of West Kelowna. Her hobbies include reading, gardening, travelling, and relaxing with her rescue dogs Koko and Lola.

Taking her planning seriously but not herself, Mary Jane values balance and harmony in all aspects of life.

If you, or someone you know, feels they could be getting more life from their money, please, reach out to learn more.