Lizzie has worked in the financial industry for four years after having previously worked as an Investment Specialist with RBC Direct Investing, where she acted as a subject matter expert providing guidance on financial literacy to a variety of self-directed investors.
Lizzie holds a Bachelor’s of Commerce and is an Equity, Fixed Income and options licensed trader (CSC, CPH, DFOL). She enjoys bringing a human aspect to finances and aims to be the bridge between clients and the financial world. With each client interaction, she tries to help them cancel out the noise of the industry, helping them choose the most suitable strategies based on their situations and objectives with their money. Her goal is to leave her clients able to do the things they love, like spending more time with their loved ones, knowing that their hard-earn money is safe and sound.
On a day-to-day basis, Lizzie maintains her current knowledge of client accounts by reviewing their daily activities, transactions and resolving client inquiries. She provides support to her team of Investment Advisors with projection analysis, trade executions and tax preparation. She is always working to deliver a consistently exceptional level of client service to a sophisticated clientele.
In her spare time, Lizzie likes to hike, sail, play squash, watch documentaries, cook and travel.
