As a Senior Investment Counsellor, I work together with my clients, as a steward at the intersection of their wealth, health and life, to grow and preserve their wealth responsibly, so they can focus on what matters to them most.
I take a holistic approach to wealth management, with a deep understanding of my clients, their families, life stages and goals. Working with both in-house tax, legal and insurance specialists as well as my clients' trusted accountants and lawyers, I help navigate today's complicated financial landscape.
With over 14 years with RBC PH&N Investment Counsel, and over 25 years of experience in the financial services industry, I assist my clients with comprehensive wealth management, customized portfolio management and financial planning advice.
I hold a Bachelor's degree in Economics and Math from York University in Toronto, and the Personal Financial Planner (PFP) designation from the Institute of Canadian Bankers. I also hold the coveted Chartered Financial Analyst (CFA) designation, the global gold standard for investment management.
I live in Edmonton with my husband Larry and family, where I have served on the Audit and Finance Committee as well as the Board of Directors for a local crisis nursery.
I enjoy learning about wellness and spending time outdoors, gardening, playing golf, and hiking.
To contact me directly, please call 780-944-5844, I look forward to speaking with you.