Since graduating in 2017, Lizzie has carved out a meaningful niche in the financial industry, beginning her journey as an Investment Specialist with RBC Direct Investing. There, she became a trusted guide for self-directed investors, using her expertise to enhance financial literacy and empower clients to navigate their financial journeys with confidence.
With a Bachelor’s in Commerce and certifications as a licensed trader in Equity, Fixed Income, and Options (CSC, CPH, DFOL), Lizzie excels at translating complex financial concepts into relatable advice. Now as an Associate Wealth Advisor at RBC Dominion Securities, she collaborates closely with partners to develop and implement tailored wealth management strategies, ensuring that each client receives an exceptional level of service.
In her role, Lizzie is dedicated to maintaining a deep understanding of client accounts, overseeing daily transactions, and addressing inquiries with care. She also supports her team of Investment Advisors in areas such as financial planning, projection analysis, trade execution, and tax minimization strategies.
Outside of work, Lizzie finds joy in exploring the great outdoors through hiking and biking, playing squash, and cooking up new recipes. Traveling fuels her passion for learning and broadening her perspectives, further enriching her approach to wealth management.