As your financial advisor, Amanda will coordinate the financial planning process for you by bringing a concise, relatable approach to the complex world of personal wealth planning. Amanda will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future.

Amanda is a Business Marketing graduate from Fanshawe College and has been working in the financial industry since 2011 as a Service Administrator. In this role she developed a solid business acumen in mutual fund investments, enhanced her troubleshooting and problem-solving skills and built great relationships with clients, industry representatives and Sterling Mutuals head office personnel.

In 2018 Amanda became a Financial Advisor and in 2022, she took over her predecessor’s practice. She has established a niche market, specializing in tax efficient multigenerational wealth transfer for families and their businesses. She is currently working on obtaining her CFP. Amanda enjoys listening to a variety of podcasts, exploring Ontario’s talented pool of small businesses and spending time with her husband, Daniel, her two daughters, Rosana and Isabella and her two French Bulldogs, Roxy and Navy.

As a child, she lived in Portugal for a short period of time, taking in the culture, language and spending time with her family. Currently, she is working on becoming fluent in Spanish trying to keep pace with her daughters who are fluent in both Spanish and French.

My relationship with a client always succeeds best when I really get to know them. Before I can make any recommendations on what’s right for you, I first need to truly understand your particular situation.

We’ll talk about your goals, your plans, and your present financial situation and where you want to go with it in the future. I’ll find out how comfortable you are with risk and what preferences you may have for specific financial tools.

From there, we’ll build your plan together. We’ll investigate which options will work best to minimize the tax you pay and maximize your wealth potential. We’ll look at your estate planning. We’ll incorporate short-term strategies into a long-term game plan that’s built specifically for you.

Sound investment strategies should not be like a visit to the Casino. Although the risk profile of every client varies, I generally recommend more conservative investment strategies that are designed to build long term growth. By not exposing your capital to undue risk, we’ll both sleep better at night.

As an independent financial planner, I’m working for you. That means there is never any pressure for me to sell you something that may not be a perfect fit. My only allegiance is to you. My affiliation with Sterling Mutuals Inc. gives me access to a wide variety of financial products from GIC’s to mutual funds while providing you with technology such as the ability to view your accounts on line, make contributions electronically through your personal web banking and more.

Paula ensures that our clients receive the best possible service. She handles all aspects of clients’ day-to-day needs. She sets up and books all appointments for you and is the first person you should call if you have any questions about your financial planning process. Paula does not offer mutual fund or insurance business.

She will ensure that the appropriate member of our team responds to your query. Paula is always available to assist you in any way she can and can be reached at 519-673-0920, extension 104. Paula has extensive experience in the client services industry where client interaction and client satisfaction is critical. She recognizes the importance of quality and professionalism in the delivery of our services.

Before joining our team in 2025, Paula worked for Form-rite in quality control. In 1996, she then began working for the City of London and by 2003 she became a case worker. Paula left the city after 29 years of service in the audit division.

Paula has two children and three granddaughters. Paula enjoys spending her free time with her family hosting dinners and family events. She enjoys the summertime, where she often takes her grandchildren camping and spending time lakeside.