As your Investment Advisor and Financial Planner, Wendy is dedicated to helping you find the financial vehicles and investment solutions to meet your financial objectives, both now and for your future.
With more than three decades of experience in the financial services industry, including working as a Financial Planner in the RBC Ancaster branch prior to joining RBC Wealth Management in 2013 Wendy is committed to continually building her expertise and providing you with the most current and effective ways to reach your goals. In keeping with this commitment, Wendy has earned the professional designation of Personal Financial Planner (PFP).
In addition to providing concierge level client services, designed to help you reach your financial potential Wendy is also passionate about serving her community. Some of the organizations she volunteers with include the United Way, MS Society and McMaster Children’s Hospital. When she is not in the office, Wendy enjoys spending time with her husband Shaun and their son Taylor playing golf and skiing. Wendy is also an avid “scrap booker”, loves arts and crafts and enjoys making personalized greeting cards.
We look forward to hearing from you today!