After beginning her career in the investment industry in 1992, Judy and Jeff joined forces in 2001. She brings to the partnership her disciplined approach to construct, manage and monitor your customized portfolio.
Judy’s primary focus is portfolio analysis, ensuring that your personalized portfolio and overall investment strategy fulfills the goals and objectives outlined in your Investment Policy Statement. As well, she will play a lead role in developing your personal strategic wealth plan. Judy is also a graduate of the University of Western Ontario.