Renee provides clients access to a comprehensive range of services to help them build and protect their wealth. She draws on her rich knowledge from over 20 years in the industry, including previous roles as Financial Planner and Account Representative.
Renee finds great satisfaction in developing comprehensive wealth management strategies for her clients – helping ensure sound advice and peace of mind for those seeking solutions for broad and complex wealth management needs. A lifelong believer in ongoing education, she acquired the advanced industry designations of Certified Financial Planner (CFP) & Chartered Investment Manager (CIM). Renee’s goal daily is to help individuals and families achieve greater financial confidence.
Renee was born and raised on Vancouver Island. She moved to Alberta 11 years ago with her family to pursue greater opportunities. Her three boys keep her active in the Airdrie community with hockey and the great outdoors.