Spoken languages : English
Brenda started in the financial industry over 35 years ago with Central Guarantee Trust and then TD bank where she quickly moved up the ranks increasing her experience. Some of Brenda's former roles include customer service representative, business officer, financial planner and financial advisor.
Brenda's belief in the never stop learning process has allowed to her complete many courses throughout her career including the Canadian Securities Course, Conduct and Practice Handbook, Wealth Management Techniques and her Personal Financial Planning designation. In 2012, Brenda was appointed the title of Wealth Advisor with National Bank Financial and also completed training with Jack Canfield, author of the Success Principles to become a certified life coach. Brenda is the first Wealth Advisor in Canada to obtain this certification. The Success Principles as helped thousands of people worldwide get from "where they are" to "where they want to be".
"I help people get what they want."
As a wealth advisor, I am committed to adding value to my clients' financials goals. I enjoy helping them manage, preserve and build their wealth during each stage of their life. With a dedicated process along with regular reviews and a clear path that is unique to each individual, I can ensure that my clients are on a comfortable, knowledgeable path to fulfilling the plans for their future.
Brenda is also an avid animal lover and currently serves as President on the Board of Directors for the Thunder Bay District Humane Society.