We commonly work with our clients and their professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. We will do the same for you and your family.
My roles in the industry are very clear. I accept responsibility for the financial well-being of individuals who trust my experience and expertise to give them financial solutions. This requires an ongoing involvement in professional education, being consistently engaged with client needs and endorsing a commitment to the concept of integrity in the financial services industry. I ensure that I have access to the best accounting and legal resources to address all the financial concerns of every client.
My career began in the banking industry and paused briefly when I raised my children. I became industry licensed once they were in school and understand the challenges of being a working mother as well as an independent business owner. I joined a private firm in 1998 and became the Branch Manager. In 2009 I moved to Raymond James, where I continued in the lead role of Branch Manager as well as a USA/CDN Cross-Border Discretionary Portfolio Manager. My work ethic and commitment to high standards have led me throughout my life, personally and professionally.
When not at the office, I spend my time with my husband, Doug and two daughters, Sheryl and Susan, who I am proud to have as members of my team at Raymond James.
Designations, Licenses & Courses
- FCSI®, FMA (CSWP), CIM®, PMT, CSC, IMT
- Discretionary Portfolio Manager
- Branch Manager
- Life Licensed
- USA Cross-Border Licensed Portfolio Manager (Registered in numerous states to provide services to clients living/moving to/from USA.)
- Options Supervisor
- Hedge & Alt Products
Advisory Boards & Professional Activities
- Winner of the 2022 Raymond James National Woman of Distinction Award
- Raymond James Women Canadian Advisors Network (IFS representative)
- Estate Planning Council of Canada (advisory board)
- The Raymond James IFS Advisory Counsel (Founder & board member)
- The Abbotsford Hospice (past executive)
- Rotary Abbotsford Sumas (past board member)
- Estate Planning Council of Abbotsford (member)
- Abbotsford Chamber of Commerce (past council)
- MSA Trethewey Museum Society (past chair)
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.