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As an Investment Advisor and financial professional with RBC Dominion Securities, I adhere to a simple - yet tested and true - conservative and risk-averse investment philosophy that has consistently performed well for high net worth clients. • Born and raised in Peterborough, ON • Married to Jessica & our 3 children - Aedan, Elizabeth & Rylie • Graduate of Trent University - Honours B.A. Economics & Business • Spent 11 yrs assisting high net worth clients achieving their goals in the marine industry • Completed - Canadian Securities Course (2011) • Completed - Conduct and Practices Handbook Course (2012) • Completed - Canadian Insurance Course (2012) • Completed - LLQP (2012) • Completed - Wealth Management Essentials (2014) • Peterborough Sales and Ad - Club member since 2005 • Peterborough Sales and Ad - Board member 2008-2016 • Peterborough Sales and Ad - Club President 2013/2014 • Peterborough Sales and Ad - Past President 2014/2015 • Trent University Legacy Campaign - Allied Professional Division 2013-2014 • United Way - Cabinet Director 2012-2016
Emilie has been working in the investment industry since 2012, starting out as a Cage Administrator in the Ottawa Main office before moving back to her hometown of Peterborough. She handles all the practical aspects of investing, including account opening, documentation, and the day to day administrative needs of our clients.