Empathy. Approachable. Accountable. Sincere. Enthusiastic.

Nancy has been a professional independent broker for 15 years serving 3 generations of clients. Her previous careers in both agriculture and business have provided Nancy with a strong foundation for her work as a life insurance and financial advisor. Being from a small town herself, gives Nancy a solid understanding of the needs of small town, rural communities.

Nancy is passionate in her desire to help others and integrity is the hallmark of her popularity and success. Working as both a coach and a educator, and with the support of a capable/experienced team, Nancy is able to ensure the utmost attention to you as a client. My mission statement is to set a new standard of service excellence in building lifetime relationships with an ever expanding client base.

Nancy recognizes the importance of communication in her business and her innate ability to listen helps her better understand the needs of her clients. As a result, she is able to recommend and implement the most appropriate solutions. Nancy's mission is to provide trustworthy, financial guidance to help clients from all walks of life accelerate their wealth while minimizing their risks. Although Nancy specializes in working with farm families, business owners, and women she is equally as competent in all areas of financial guidance.

Both family and business needs evolve over the years and Nancy will be there to help ensure maximum satisfaction. Integrity is important to Nancy and she delivers what she promises and more to suite your ever changing needs.

Are your family and estate affairs in order in the event of an untimely death? Are you covered financially to take you through your extended years or in case of a sudden illness?

Let Nancy work with you and your family, or team, to develop and deliver a customized plan to help you accomplish your goals and needs. Create a solid structure to help ensure effortless risk management and cost efficient transfer of assets from one generation to the next in a timely manner.

Life is a journey with many stops along the way. You may be running a business, raising a family or enjoying your golden years. Where ever you are on that road, let Nancy help you create peace of mind and financial security so you can maintain the quality of life you enjoy. Together we can develop your whole plan, so that when life's events strike-everyone will be okay.

During the last 30 years, Nancy has been involved with in varying capacities with:

• Ontario Independent Meat Packers
• Kincardine Hospital Foundation Board
• Lucknow Lions
• Kincardine United Church
• 4 H
• Member of Lucknow United Church
• Member of Kincardine Chamber of Commerce
• Member of Advocis
• Numerous other boards and projects