Bonnie will be your main point of contact for all administrative needs. She assists you with your day-to-day administrative needs concerning your Registered Retirement Savings Plan, Registered Retirement Income Fund, Tax-Free Savings Accounts, and/or non-registered accounts. This includes helping you access your account online and transacting trades, contributions and transfers.
Bonnie joined our team in 2017 and brings with her over 16 years’ experience working in the financial services industry. She received a Bachelor of Commerce degree (finance) from the University of Calgary in December 2001 and completed both the Canadian Securities Course and the Conduct and Practices Handbook Course in 2017. Bonnie has recently successfully completed the Wealth Management Essentials (WME) course through the Canadian Securities Institute (CSI).
Bonnie started her career at Bissett Investment Management. She later moved to the Fiduciary Trust Company of Canada / Franklin Templeton Investments and Guardian Capital Advisors, where she helped support wealth management for high-net-worth individuals and families.
In her spare time, Bonnie and her husband, Les, enjoy spending time outdoors with their dog, Kona. She loves experiencing new things, whether they be concerts, restaurants or new travel destinations.