I have been in the financial planning industry for over 15 years. Being the Practice Manager at Montre Financial is an all-encompassing role; which I enjoy immensely.

Here at Montre, we assist our clients to reliably managing their lifestyle goals through well researched solutions, effective advice and implementation. We are a close team of dedicated people; our services are applied with a touch of common-sense and practicality, with the focus on meeting our clients’ needs and providing a customer experience like none other.