Theresa has been in financial services since 1996 and has a strong background in retirement and financial planning. She builds long-term relationships with her clients, who include individuals, families and business owners. She is a graduate of York University (BA) with a degree in psychology and also holds her Personal Financial Planning (PFP) designation.
Theresa will use sophisticated financial assessment and planning tools to help you meet your goals. Whether they are investment, succession, tax and estate planning goals. Working closely with you she will then formulate and implement a plan that is designed to work within your unique preferences and risk tolerance. Once your plan is in place, Theresa will meet with you regularly to ensure that you are on track to realize your goals.
To ensure you have comprehensive wealth management experience, Theresa will leverage the expertise of her extended team of specialists, including accountants, lawyers, insurance professionals and estate experts. She will assist with the coordination of your day-to-day banking and credit needs through her partners at RBC Royal Bank.
