Emily has been working in the financial services industry for over 3 years. After completing her education at the University of Winnipeg she received a Bachelor of Arts degree in Criminal Justice. She has always had a personal interest in finance and has previously worked collaboratively with a team in the Wealth Management industry as a licensed Associate Consultant. She has successfully completed her Canadian Securities Course through the Canadian Securities Institute as well as the Conduct and Practices Handbook. Her goal is to eventually become IIROC licensed.
Emily was born in Camrose, Alberta and has lived in Minot, North Dakota, Saskatoon and Lethbridge before finally settling in Winnipeg. After completing her B.A. she transitioned into Wealth Management as an Associate Consultant and completed her Canadian Investment Funds course and her Life License Qualification Program. Her team’s specialization was estate & retirement planning and insurance planning. She has recently joined Thomas Wealth Management Group where she is responsible for preparing documents, meeting packages, account management and client communication and servicing.
Outside of work, she is a former competitive dancer with over 20 years of training and teaching and has lived in New York City for a period of time. She enjoys spending time at her family cabin in the summer and loves to travel.
