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Through Celine’s interactions with clients, it is apparent that she truly strives to make a meaningful impact in the lives of everyone she works with. She has recognized that for many, financial topics can be overwhelming and intimidating – often leading to avoidance or neglect. She has found that her approach has succeeded to get all types of clients informed, engaged and excited. Celine recognizes that wealth management stems far past how the money will be invested. When asked “how do you manage money”, Celine answered:

I’m sure if you have asked another advisor this question, they went on to explain the importance of diversification, their thoughts on active vs passive or started spewing off all their past winning picks. Don’t get me wrong, a sound investment strategy is important but it should never come before proper discovery. My approach starts with getting to know everything and anything that will impact a client’s financial affairs. Working with them to uncover everything they are trying to accomplish and determining if there are gaps to fill to keep them on track. Once I know that, implementing an investment strategy is the easy part”

A firm believer of education, Celine graduated from Laurentian University with an Honors Degree in Commerce. She was also 1 of 5 Canadian students awarded a scholarship to complete an International Business program at the University of Mexico. Since graduating, Celine continues to focus on becoming an expert in the field. She has completed; Canadian Securities Course (CSC), Conduct and Practices (CPH), Advanced Investment Strategies (AIS) and Portfolio Management Techniques (PMT). In addition, she holds a certificate in Advanced Investment Advice and most recently has been awarded the Canadian Investment Manager (CIM) designation by the Canadian Securities Institute.

With over 6 years’ experience in the industry, Celine has joined RBC Dominion Securities to bring a personalized approach, coupled with RBC’s financial strength and long-standing business principles that can offer clients the confidence needed to feel a sense of security about their financial future.

If you need confirmation that your plan is working exactly as you had intended, Celine may be the right advisor for you.