Val plays a vital role in ensuring our clients enjoy a smooth, well-coordinated planning experience. She seamlessly integrates all aspects of Retirement Planning, Investment Planning, Tax Minimization, and Insurance & Estate Planning, working closely with our advisors to make sure every client receives clear communication, timely support, and a truly personalized plan.
Born in Colombia and raised in Canada from the age of eight, Val is also fluent in Spanish and holds a Bachelor of Business Administration with a concentration in Marketing and International Business. Her background, attention to detail, and warm approach help clients feel informed, supported, and confident throughout each step of their financial journey.
Outside the office, Val can usually be found in the kitchen perfecting a homemade soup or getting hands-on with a craft or art project. She’s also an avid TV fan—give her a great series over a movie any day. She has watched The Office more times than she can count and is quite certain she would ace an Office trivia competition.