As your investment advisor and financial planner, Wendy is dedicated to helping you find the financial vehicles and investment solutions to meet your financial objectives, both now and for your future.
Wendy brings almost three decades worth of experience from the financial services industry, including working as a Financial Planner in the RBC Ancaster location for 18 years prior to joining RBC Wealth Management in 2013.
Wendy is committed to continually building her expertise and providing you with the most current and effective ways to reach your goals. In keeping with this commitment, Wendy has earned the professional designation of Personal Financial Planner (PFP).
In addition to providing the best service possible to her clients, Wendy is also passionate about serving her community. She volunteers with United Way, MS Society and McMaster Children’s Hospital, just to name a few causes. She has recently been appointed a Board member of Glanbrook Community Services and Board of Directors of Crimestoppers. Wendy is also a member of Ancaster Community Council, member of Superintendent’s Advisory Committee representing three divisions and member of chambers of commerce When she is not working hard at the office, Wendy enjoys spending time with her husband Shaun and their son Taylor playing golf and skiing. Wendy is also an avid “scrap booker”, loves arts and crafts and enjoys making personalized greeting cards.
We look forward to hearing from you today!