After a decade in the UK financial industry, I moved to Canada and faced a surprising reality: regardless of my background, there was so much I didn't know about the Canadian Financial landscape. I quickly learned that 'protecting your future' looks very different in Alberta than it does in England.
However, my passion for this work doesn't just stem from my career—it stems from a hard-learned personal lesson.
The Moment Everything Changed
In 2016, while living in New Brunswick, my husband broke his back. I had just given birth and was at my most vulnerable. We had no backup plan and no insurance to offset the loss of income. As a result, we lost everything. We were forced to move back to England to reset, and it took us eight long years to find our way back to Canada.
That was nearly a decade of lost time that should have been spent saving for our future.
Why I Do What I Do
That experience is why I became a qualified Insurance Advisor. I am here to be the guide I wish I’d had when I first arrived. At Davidson Financials, I don’t just sell policies; I help educate families on how to use smart tax-saving strategies and insurance to build real security. My goal is simple: to make sure you have the plan in place that I didn't know I needed.
A Personalized Plan for Your Unique Journey
Financial planning isn’t one-size-fits-all. I offer free, no-obligation advice to help you build a personalized plan that truly works for you. From protecting your family’s home and mortgage to growing your future savings in a tax-efficient way—I’m here to help you secure what matters most.