Born and raised in Vancouver, B.C., Emma attended and graduated from the University of British Columbia with a Bachelor of Arts degree in Psychology. She first joined Michael Lockhart’s team at RBC Dominion Securities in 2014 as an Associate after obtaining her Investment Representative license, and shortly after acquired her Registered Representative license. Emma then earned her Certified Financial Planning (CFP) designation and has since implemented financial plans for all of Michael’s clients to ensure a comprehensive approach is being used when determining suitability for investments. Emma’s focus on tax planning, business planning, retirement planning and estate planning has proved pivotal in dealing with clients' financial affairs, as well as their personal and familial goals. She also liaises with clients’ accountants, lawyers, and bankers as well as other RBC Wealth Management professionals to maintain open communication, efficiency, and all-encompassing solutions. Emma has her Life Insurance license, her Chartered Investment Manager (CIM) designation, as well as her Trust & Estate Practitioner (TEP) designation. She is enthusiastic, team-oriented and dedicated to providing clients with the highest level of service and professionalism.
