As a Certified Financial Planner (CFP), graduate of the Canadian Securities Course (CSC) and the Wealth Manager Essentials Course (WME), Elizabeth is dedicated to turning her clients' financial goals into reality. Drawing inspiration from her clients' aspirations, she excels at identifying both their objectives and financial blind spots to craft dynamic, comprehensive financial and investment plans tailored to their unique needs. Whether it is a sound retirement plan, complex estate and trusts, or building generational wealth, Elizabeth and her 20 plus years of industry experience and resources at RBC Dominion Securities will give you peace of mind.
With a genuine care for her clients, Elizabeth treats everyone like family while maintaining the highest level of professionalism. Her approachable style and deep commitment make her a true partner in her clients' financial journeys. She leverages her extensive education and industry experience to provide clear, jargon-free advice that empowers clients to make informed decisions.
As a Waterluvian, Elizabeth is always looking for ways to give back and engage with her community. She has participated in many events that support human rights and the empowering of women and girls in the Waterloo region.
Outside of her professional life, Elizabeth enjoys spending time with her family, including her four active teenage sons and their dog, Luna. An avid kayaker, hiker and skier, she embraces the outdoors and finds joy in exploring new trails and slopes.
