Associate Investment Advisor
Brenda is highly dedicated to her clients and passionate about helping them reach their financial goals. By building long-term client relationships, she can ensure that each customized plan is supported by solid portfolio structures that help clients meet their financial objectives. With over 20 years’ experience in the financial planning industry, Brenda was a top planner with her previous firm. She obtained her Business Administration degree (U of S) in 1994 and her Financial Planning Designation in 2000.
She has a wealth of knowledge and expertise with respect to financial planning, wealth management, and estate planning for individuals, families, professionals, small business owners, and. Every individuals’ journey may be simple or complex and she believes everyone should have some form of financial plan to follow which will guide them along their journey.
Born and raised in Saskatchewan, Brenda grew up on a farm and was involved in the family business. She eventually co-founded her mother’s company, Natural Plantation, which is currently being managed by her husband Dave after her mother’s passing. In her spare time, she is passionate about health and wellness and will often attend Health Expos with her husband and spend time outdoors.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.