With over 20 years of investment experience, Cheryl brings a conservative, systematic, no-nonsense approach to investing. Her methods have attracted the attention of significant businesses, charities and families who wish to leave the day-to-day investment decisions to a professional.
Previously a small business owner and manager, she understands the need for preserving capital and looking for ultimate tax efficiency to ensure financial goals are met. Having studied with The Sauder School of Business, she has the expertise to deal with unique circumstances involved in family-owned enterprises.
Socially Responsible, Ethical Investing has been of interest throughout her career. This aligns well with clients who believe that it is important to see both their investments grow and help build a better world.
Part of the "sandwich" generation, she understands the pressures and commitments of those who are financially responsible for elderly parents and children or young adults. This is part of the planning process to ensure retirement goals are still met.
Seen on BNN and profiled in Distinctive Women Magazine, she is actively engaged in encouraging women to consider a role as investment advisor and portfolio manager. Speaking at Colleges and Universities, Cheryl initiated a "Women in Wealth" summer internship program for students to provide hands-on experience in the field prior to their graduation.
