I work with a limited number of affluent 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.
Working with an in-depth knowledge of my clients' goals and objectives, I work with both in-house tax, legal and insurance specialists as well as trusted accountants and lawyers, to navigate today's complicated financial landscape.
With over 12 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 have lived in Edmonton with my husband Larry since 1994, and have three grown children, Anthony, Christopher, and Jennifer, in various stages of their education and careers.
In my spare time, I enjoy staying active with a regular workout regime, and walking my two dogs, Lucy and Cody. I enjoy playing golf, hiking and gardening, and always make time for mindful meditation.
I am active in the community and sit on the Finance and Audit Committee of Kids Kottage Foundation, Edmonton's only crisis nursery.
To speak with me directly, please call 780-944-5844.
