Ellen has over six years of experience in the investment industry. She is a licensed Investment Advisor who has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME). She is currently enrolled in the Chartered Investment Manager (CIM) program.
Ellen graduated from Queen's University with a Bachelor of Arts - Honours degree in History and a Bachelor of Education degree. With her passion for education and finance, she is committed to assisting individuals, families, and businesses to achieve financial freedom with an informative approach. Ellen strives to grow clients' net worth and to replace their current income with cash flow from their portfolio by investing in strong companies that reward their shareholders with growing dividends.
Away from the office, Ellen enjoys spending time with her family at the cottage, loves to travel, read, and trying new recipes. She strongly believes in giving back to the community and volunteers for various roles including the membership director at a local tennis club.
