As a Senior Wealth Advisor & Portfolio Manager, Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and licensed Insurance Advisor with RBC Dominion Securities, Wendy and her team offer financial planning solutions, tax planning advice, business owner planning and wealth planning solutions. As part of Canada’s leading wealth management firm, Wendy has been providing personalized wealth advice for business owners and high-net-worth families since 2007. Wendy’s customized wealth planning approach helps her clients preserve, enjoy and grow their wealth so they can achieve their biggest life goals. Wendy takes great care to consider her clients’ needs, with the aim of consistently provide clients with the peace of mind that comes with knowing their financial solutions fit their lifestyle. Wendy was the recipient of RBC Performance award in 2018 and 2024, and has also won the Donald J. Langill Memorial Award. In 2022, she was named President of the RBC Dominion Securities President’s club. These recognitions are a testament to her ongoing commitment to her clients and her leadership within our firm.
