What does wealth management mean to you?
Our relationships. By getting to know and learning what’s important to you and your family, we can help you get results. Once you, Tom and all of us here at Foss Wealth Management have made a decision, it happens. The most vital part of any plan is follow through and I personally enjoy working with you and our team through the process, your personal concierge.
What’s your personal approach?
Being in the industry for over 25 years, I have an appreciation for the way Tom and the team genuinely want to help you. Ensuring your best interests are taken to heart, they help with more than just your money, and I am proud to be a part of it.
How can I help you?
I have the benefit of working closely with Tom to deliver the highest quality, most comprehensive personalized wealth platforms and services that you deserve. In this ever evolving industry, nothing is routine so being proactive with your objectives and our strategies helps ensure we don’t miss a step.
Outside of work what are you passionate about?
Spending time with my husband and our 7 year old son Ander. Exploring all that Alberta has to offer, such as various farmer’s markets, the mountains and camping as much as possible in the summer. We enjoy cooking, trying out new recipes while camping, hiking with our dog Zola and getting out on our bikes, whether it’s downhill, all mountain or just around our neighbourhood.
Career and accomplishments
- Over 25 years wealth management experience in the industry
- Held several positions including Senior Associate and District Supervisor
- Licensed to trade fixed income, equities and mutual funds
