Margaret believes the most successful long-term relationships are built on honesty, trust and respect. She enjoys getting to know each of her clients and learning what is truly important to them. This information allows Margaret to design a customized and disciplined strategy focussed on her clients. By leveraging the expertise of partners and specialists, she can deliver solutions for virtually any of her clients' wealth management needs.
Margaret is a discretionary portfolio manager with over 25 years of extensive experience in the wealth management industry. She earned her Bachelor of Business Administration (BBA) degree from Simon Fraser University, received the Chartered Financial Analyst (CFA) designation from the internationally recognized CFA Institute, and completed the Executive Marketing Program at Queen's University. Margaret is a CFA charterholder and member of the Chartered Financial Analysts' Society since 1992.
Margaret is a busy hockey mom, enjoys road trips and dinner parties. Recent additions to her family include two energetic and mischievous miniature schnauzer puppies.