Lizzie has worked in the financial industry for many years after having previously worked as an Investment Specialist with RBC Direct Investing, where she acted as a subject matter expert providing guidance on financial literacy to a variety of self-directed investors.
Lizzie holds a Bachelor’s of Commerce and is an Equity, Fixed Income and options licensed trader (CSC, CPH, DFOL). She enjoys bringing a human aspect to finances and aims to be the bridge between clients and the financial world.
On a day-to-day basis, Lizzie maintains her current knowledge of client accounts by reviewing their daily activities, transactions and resolving client inquiries. She provides support to her team of Investment Advisors with financial planning, projection analysis, trade executions and tax preparation.
With her current role as an Associate Wealth Advisor, her focus is to develop and implement the team’s wealth management strategies with RBC partners for clients. She is always working to deliver a consistently exceptional level of client service to a sophisticated clientele.
In her spare time, Lizzie likes to hike, bike, play squash, watch documentaries, cook and travel.
