In 1998, Brenda completed her Personal Financial Planning designation and it was at that point she realized the direction of her future. Continuing her career as a Financial Planner for TD Bank, in 1999 she completed the Canadian Securities Course for the second time. In 2001, the Financial Planner role now with TD Waterhouse required passing the Conduct and Practice Handbook exam. Brenda's belief in the "never stop learning" process also gained her the designation of Financial Management Advisor in 2005.
In 2008, Brenda realized it was time to make a healthy positive life change and left TD Waterhouse to pursue a career with National Bank Financial Ltd (formerly Wellington West Capital Inc.) and has been enjoying her career here where she is treated as an "entrepreneur" and allowed to develop her business and advise her clients in their best interests.
She builds and manages customized portfolios based on the client's decision and fits products to the clients' needs. Maintaining a long term vision of the clients financial future and retirement plan is key to keeping the clients on track.
Brenda is currently embarking in the field of life coaching and has just completed the Train the Trainer program through the Canfield Training Group headed by Jack Canfield, author of The Success Principles. She has received her formal certification seal and is now a certified Canfield Trainer. Brenda is the first Wealth Advisor in Canada to obtain this certification. The Success Principles has helped thousands of people worldwide get from "where they are" to "where they want to be" . This training will greatly enhance the quality of advice she will be providing her existing and prospective clients.