Brenda Everts

equipe

Wealth Advisor, Financial Planner

PFP, FMA

Spoken languages : English

As a Wealth Advisor, Brenda is committed to adding value to client's financial goals. She helps 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, she ensures that clients are on a comfortable, knowledgeable path to fulfilling the plans for the future.

Brenda started in the financial industry over 35 years ago with Central Guaranty Trust, and then TD Canada Trust where she quickly moved up the ranks increasing her experience. Some of Brenda's former roles include customer service representative, business officer, financial advisor and financial planner.

Brenda's belief in the never stop learning process has allowed her to complete many courses throughout her career including the Canadian Securities Course, Conduct and Practice Handbook, Wealth Management Techniques, Canadian Insurance Course 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 and the Chicken soup for the Soul series to become a certified life coach. 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".