Michelle has extensive experience in the financial services spanning over 20 years. Her client base includes executives and professionals, high-net-worth individuals and families, business owners, and charitable organizations. Michelle believes that excellent financial management begins with an understanding of each client’s goals and core values. This understanding, along with a disciplined investing process, regular and effective communication and total transparency, forms the cornerstones of her successful advisory practice. Michelle is supported by a team of three Associates, who have over 40 years of combined industry experience.
Michelle holds a Bachelor of Arts (Honours) degree in economics from the University of Western Ontario, as well as the Chartered Financial Analyst (CFA) designation. She is a Vice-President and Portfolio Manager, and also a member of the RBC Dominion Securities Executive Council – an honour awarded to high-performing Advisors at the firm.
Michelle was born and raised in Toronto, and lives in the city with her husband and three sons. She volunteers at her local school and minor sports organizations. In her spare time, she can be found with her family at the cottage, or at her local community hockey rinks and sports fields.