I have been working in the investment industry for the last 28 years. I started in the finance industry in 1990 at a bank branch here in Toronto. Married in 1992 we relocated to Ottawa after my second son was born. I began as an Operations Manager at BMO Nesbitt Burns in 1997, opportunity arouse to move into the sales side as an investment representative after my third son was born. I was very excited to try the new role, and when I first started as an IR, I worked with 9 different advisors for several years. In 2016 one of my investment advisors decided he would like to move to an independent firm, so I joined Echelon with him in Ottawa in 2016. Over the course of the first year, we moved 99.9% of his clients from the BIG bank to the independent firm we had joined.
It was a tough decision to make, but in 2017 I relocated my family to Toronto, where my husband is from. I was very lucky to be able to stay within the Echelon family.
When I am not here at work, I love to spend time up at my cottage in Picton, where I enjoy reading, boating, fishing and relaxing.
T: 647-253-1149 |