Pauline G. Osborne, CFP

Investment Advisor

780-493-7761 | Email me


Pauline joined RBC Dominion Securities in 2011 after having worked in the financial services field in excess of 25 years. She has been the recipient of many sales and service awards these include four Annual Achievers Awards for sales and service plus a Chairman’s Award of Excellence and numerous Quarterly Awards.
Pauline obtained her Certified Financial Planner designation in 2002.


Pauline volunteers with the Heart and Stroke Foundation and the MS Society.


“We work with our clients to ensure they have the right portfolio customized to their specific needs, whether it is for growth, income in retirement or creating a legacy. We specialize in conservative wealth management and utilize the numerous resources and people at RBC Dominion Securities to provide the best client experience possible.”
Pauline is passionate about her client and believes in “putting them first”.
 

Wendy Penman, CFP

Associate Advisor

780-493-7775 | Email me

Growing up, I  had ambitions to persue a career in medicine. I wanted to be a care giver and make a difference in peoples lives.  My aspirations were quickly squashed in High School when I was ejected from Biology for refusing to dissect a frog.  I had to re-evaluate then, what other careers might fulfill my desires and thus I accepted a job at CIBC, until I figured it out.  I quickly integrated into the administrative side of the banking world, moving from position to position and relocating to different communities.  At the same time, I furthered my education of markets and investments  through online studies or night classes.  I completed the Canadian Securities Course, and settled in Sherwood Park in the Financial Adviser role in 1991. Here, I found what I was looking for.  I was finally in that 'care giving' role, where I could make a positive difference in peoples lives.  Through further studies, I completed the Certificate in Retirement Planning, and obtained the Certified Financial Planner (CFP) designation in 1998. 

 

"  I see myself as a Financial Physician. I listen to clients goals and aspirations,  gather data, make a diagnosis and recommendations, aide in implementation of the plan to address those aspirations, and have ongoing follow up sessions. "  

" I believe that a person’s ‘financial affairs’, similar to their health issues,  is one of the most personal facets about them, and the key to building long term, loyal, multi-generational relationships is through active listening, sincerity, honesty and a genuine commitment to doing what is in the clients best interest always.  My fulfillment and satisfaction comes from seeing clients meet their financial objectives and knowing that I played an integral part in helping them build and protect their net worth."

 

I joined RBC Dominion Securities in 2011 and continue to make a difference in my clients' financial well being.