With over 26 years of banking and investment experience with RBC Royal Bank and BMO Bank of Montreal, Mimi is dedicated to delivering expert wealth management advice and knowledge to clients (Individuals and Business Owners). Mimi's clients benefit from her ongoing professional development and truly comprehensive expertise in wealth management and financial planning as they transition their wealth through various life stages, including the transition from working to retirement and Succession Planning.
Mimi graduated with a degree in Economics and has the designation of Private Investment Management & Wealth Advisory (Discretionary Investment Manager), Investment Counselor with RBC Private Counsel (USA) Inc. & Certified Investment Manager.
Finished her Professional Financial Planning course through the Canadian Securities Institute, the Portfolio Management Technique & Advanced Investment Strategies courses and the Canadian Securities course. She manages medium to long-term investment solutions which include: Managed Money, Fee-Based and Discretionary Investments Solutions, Financial Planning, Retirement Planning, Estate Planning, Responsible & Ethical Investment Solutions.
Mimi understand that wealth refers to more than just one's finances. It also includes a sense of prosperity and well-being in the communities in which she lives and works.
Through the Community events they support and the organizations she partners with, RBC Wealth Management is helping her clients thrive and communities prosper through her dedication to Women, Youth, Children, Arts, Sports and Sustainability.
