Simplify with Jade
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...helping more people become financially ready for homeownership while supporting industry partners in converting more of their pipeline into closed deals.
Mom💚Coffee☕️Nature🌿Food🍛
🏥Former Registered Nurse
🏘 Former Realtor
🏦Former Mortgage Broker I specialize in helping first-time home buyers become financially prepared for successful homeownership, with a focus on credit readiness, structured savings strategies, disciplined budgeting, and overall financial positioning for mortgage approval. My professional background includes over two decades of experience as a Registered Nurse, along with direct involvement in real estate and mortgage brokering. I currently hold licenses in mutual funds and insurance, allowing me to support clients with comprehensive financial planning and protection strategies aligned with long-term homeownership goals. Through my diverse background, I discovered a strong passion for finances and grassroots client support. I work in collaboration with realtors and mortgage professionals to support clients who are not yet mortgage-ready, helping bridge the gap between early-stage financial positioning and successful qualification. My focus is on strengthening client readiness while supporting industry partners in improving conversion rates and reducing lost opportunities within their pipeline. Outside of work, I’m a mom who enjoys coffee and time with family. My spouse and I enjoy raising our children through shared experiences—whether that’s food, ball games, or being outdoors in nature.
08/31/2026
Ego can be good or bad.
A healthy ego can give you confidence, courage, and the belief to keep going.
But unchecked ego can keep you stuck—protecting where you are--- where you don’t want to be.
Humility gets you where you want to go.
Be willing to change.
Growth starts when you stop protecting your position and start pursuing your potential.
Happy Monday! 💚
08/29/2026
This is why we do what we do!💚🥹💚
All it takes is a conversation.
Buying a home can feel impossible when you’re not sure where to start. But with small steps, small wins, and the right plan, they all add up and can get you closer to the goal.
Congratulations on your new home! 🎉🔑
Thank you for trusting me to guide you, answer your questions, work through the numbers, and help you get to the finish line. It was such a pleasure being part of your home-buying journey!
Thinking about buying your first home but don’t know where to start? Maybe you’re thinking, “It’s impossible for me.”
Let’s have a conversation. We’ll look at where you are today, what your goals are, and what steps you can take to move forward.
You might be closer than you think. 🏡
First Time Home Buyer
Financial Needs Analysis
First Home Savings Account (FHSA)
📩 Send me a DM or let’s chat! 📞 403 401 7010
Waiting for my final Zoom meeting of the day!
An 18-year-old wanting to learn about money, investing, financial goals, and protecting future income.
We will talk about starting early—not because you need to have everything figured out at 18, but because time is one of your greatest financial advantages.
📚 Financial education
🎯 Goal setting
📈 Investing for the future
🛡️ Understanding income protection
🔑 Understanding insurability while young and healthy
🏁 Creating a long-term plan toward financial independence and becoming self-insured
Imagine starting your financial journey with a plan instead of waiting until life forces you to.
You’re never too young to learn how money works.
If you’re a young adult—or a parent who wants to help your child get financially educated—let’s start with a conversation.
📞 403.401.7010
💚💚💚💚
Another RESP account set up!
One of the best gifts parents can give their children is a head start on their education.
An RESP (Registered Education Savings Plan) can help parents save for post-secondary education while potentially accessing government grants and bonds, depending on eligibility. These incentives can help grow the education fund over time and reduce the amount students may need to borrow later.
The goal isn’t just to save—it’s to start early, understand the available benefits, and create a strategy that fits your family’s goals.
Thinking about setting up an RESP or wondering if you’re taking advantage of the government incentives available to you?
📩 Send me a DM or call me at 403.401.7010 Let’s have a conversation and see what makes sense for your family.
Government grants and bonds are subject to eligibility and applicable program rules.
Today's Task #3! Good morning ☕️
Planning starts with knowing where you are.
A Financial Needs Analysis (FNA) helps you understand your current financial picture so you can build a strategy based on your unique goals, priorities, and timeline—not someone else's.
As a licensed Mutual Funds and Life Insurance advisor, I believe education comes first. Once you have clarity, you can make informed decisions that align with your financial goals.
Because there is no one-size-fits-all solution when it comes to your finances. 💚
👉Goal Setting (example- Buying your first home or downsizing, emergency fund, retirement, etc)
👉Registered Accounts (TFSA, FHSA, RDSP, RESP, RRSP, LIRA, RIF, LIF, etc)
👉Debt Management
👉Income Protection
Curious to know where you stand? Let's chat👇🏽
DM or contact me ☎️ 403.401.7010
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Calgary, AB
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