CIM®, FCSI®, CFP®, EPC
Senior Wealth Advisor, Senior Portfolio Manager
You could say that finances are in my DNA; my mother was one of the first women in the investment brokerage industry and I later followed in her footsteps.
I have been a leader in the financial services industry for well over two decades. Prior to my new role at Wellington-Altus, I was a First Vice President, Senior Portfolio Manager and Investment Advisor at a bank-owned brokerage firm.
It didn’t take me long in the industry to discover that, contrary to my own personal experience, many women were not encouraged to become financially confident, and many women today still feel vulnerable when it comes to their own money management skills.
My primary goal is to help my clients achieve financial security and comfort, leaving them open to living a balanced and rewarding life.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.