Lee Anne creates personalized financial projections for clients, performs trading, builds proposals, and addresses questions from clients. She strives to help clients achieve comfort in their finances and long term goals. Lee Anne also develops the team’s marketing strategies, including the website, newsletter, and social media.
Lee Anne graduated from the University of Waterloo with a degree in Honours Economics and subsequently attended Wilfrid Laurier University to complete her Masters in Business Administration (MBA) with a specialization in Finance in 2015. Throughout school, Lee Anne worked in various industries, including corporate law, automotive manufacturing, consumer packaged goods, and not-for-profit. Lee Anne has worked on the team for over 5 years and has most recently completed the Wealth Management Essentials course to become an accredited Investment Advisor.
Outside of work, Lee Anne enjoys baking, cooking, golfing, traveling, and spending time with her family and their golden doodle, CJ. She enjoys reading and is determined to take a speed reading course to read as fast as Berny someday. Lee Anne loves the city of Stratford and has been a board member of Destination Stratford since 2018.