Cailie joined Wellington-Altus Private Wealth in March, 2020. Based in Vancouver, Cailie works with clients across Western Canada to develop holistic wealth plans. Cailie enjoys having engaging conversations with clients: learning about their goals, values, and priorities. She believes a solid wealth plan begins with a comprehensive understanding of both a client’s present situation and future aspirations; only then can the right wealth planning strategies be developed.
Cailie graduated from the University of Toronto with a Bachelor of Arts (Honours), Middlesex University with a Master of Arts, is a QAFP professional, has passed the CFP® Exam, and is a CFA Level II Candidate.