Nancy specializes in working with personal and small corporate clients, who come to her for long-term financial planning and investment strategy advice.  Nancy holds both securities and insurance licenses, and also has an MBA (Finance) and Bachelor of Commerce degree, both from McMaster University in Hamilton.

Small business clients benefit from her twenty plus years of accounting and economic planning experience.  She has been a consultant with Watson & Associates Economists Ltd. since 1999, and previously held the position of Assistant Director, Finance and Deputy Treasurer for the Town of Oakville.